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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $138,842 |
UBS FINANCIAL SERVICES INC3+ years Service code 28 500 GRANT STREET · PITTSBURGH, PA 15219 | Investment Management | $81,073 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,593 | $134,045-80.9% | $80,022-68.0% | $75,289-66.0% |
| Participation rate | 94.6% | 85.8%+8.8pp | 75.8%+18.8pp | 72.4%+22.2pp |
| Annual return | -6.31% | -0.56%-5.7pp | 11.22%-17.5pp | -0.04%-6.3pp |
| Employer contribution / active EE | $1,781 | $3,492-49.0% | $2,468-27.8% | $2,405-25.9% |
| Participant deferral / active EE | $3,677 | $4,976-26.1% | $3,686-0.2% | $3,739-1.6% |
| Admin fee / account holder | $177 | $124+43.2% | $6,521-97.3% | $102+73.4% |