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| Provider | Service type | Compensation |
|---|---|---|
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 26-3521867 | Advisory (Plan) | $367,758 |
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $107,078 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $14,041 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $1,092,888 | $101,591+975.8% | $147,096+643.0% | $74,429+1368.4% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 15.75% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $28,407 | $3,813+645.1% | $4,936+475.5% | $2,625+982.2% |
| Participant deferral / active EE | $16,953 | $7,302+132.2% | $8,071+110.0% | $4,348+289.9% |
| Admin fee / account holder | $1,984 | $1,750+13.4% | $13,005-84.7% | $1,944+2.0% |