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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $23,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $19,063 |
SANSOME STREET APPRAISERS, INC.9+ years Service code 34 · EIN 39-1041291 | Valuation (appraisals, etc.) | $13,800 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST Service code 21 · EIN 82-3967259 | Bank Trustee | $11,638 |
NEWPORT GROUP, INC.9+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $11,459 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 200 PARK AVE · NEW YORK, NC 10166 | Advisory (Plan) | $5,621 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,885 | $66,486+133.0% | $81,370+90.3% | $77,762+99.2% |
| Participation rate | 91.0% | 68.7%+22.3pp | 69.5%+21.5pp | 70.6%+20.4pp |
| Annual return | 14.19% | 15.95%-1.8pp | 24.85%-10.7pp | 31.27%-17.1pp |
| Employer contribution / active EE | $10,195 | $2,158+372.5% | $2,464+313.8% | $2,728+273.7% |
| Participant deferral / active EE | $0 | $3,677-100.0% | $3,885-100.0% | $4,651-100.0% |
| Admin fee / account holder | $190 | $586-67.5% | $5,749-96.7% | $433-56.0% |