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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: BADEN GAGE AND SCHROEDER LLC Service code 10 · EIN 35-1939627 | Accounting | $7,500 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $2,592 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,911 |
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 | $16,978 | $54,320-68.7% | $67,652-74.9% | $52,331-67.6% |
| Participation rate | 89.3% | 73.6%+15.7pp | 75.7%+13.7pp | 68.1%+21.2pp |
| Annual return | -7.16% | 6.81%-14.0pp | 6625.40%-6632.6pp | 4.54%-11.7pp |
| Employer contribution / active EE | $1,852 | $1,544+20.0% | $2,266-18.3% | $1,882-1.6% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $140 | $527-73.4% | $4,821-97.1% | $592-76.3% |