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| Provider | Service type | Compensation |
|---|---|---|
CURIO WEALTH1 year Filed as: CURIO WEALTH LLC Service code 28 · EIN 93-2822251 | Investment Management | $21,986 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,320 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,687 | $106,264+228.1% | $147,117+137.0% | $77,762+348.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.30% | 56.94%-44.6pp | 420.54%-408.2pp | 31.27%-19.0pp |
| Employer contribution / active EE | $14,787 | $4,074+263.0% | $4,932+199.8% | $2,728+442.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $74 | $334-78.0% | $12,993-99.4% | $433-83.0% |