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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SUMMERS SPENCER COMPANY Service code 10 3025 CORTLAND CIRCLE, SUITE 201 · SALINA, KS 67401 | Accounting | $9,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,019 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,613 | $87,733+58.0% | $106,554+30.1% | $85,851+61.5% |
| Participation rate | 83.0% | 71.9%+11.0pp | 76.1%+6.8pp | 69.3%+13.6pp |
| Annual return | 26.14% | 21.86%+4.3pp | 26.80%-0.7pp | 318.63%-292.5pp |
| Employer contribution / active EE | $3,256 | $2,073+57.1% | $2,819+15.5% | $2,565+26.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $107 | $6,767-98.4% | $7,408-98.6% | $6,261-98.3% |