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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 | $106,110+228.6% | $147,005+137.2% | $77,671+348.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.30% | 56.77%-44.5pp | 418.76%-406.5pp | 31.21%-18.9pp |
| Employer contribution / active EE | $14,787 | $4,065+263.8% | $4,934+199.7% | $2,726+442.3% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $74 | $338-78.2% | $13,006-99.4% | $430-82.9% |