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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA RETIREMENT SERVICES, LL Service code 15 · EIN 46-5378846 | Recordkeeping | $558,326 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $276,791 |
BENESYS, INC.4+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $268,264 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
L.M. HENDERSON & COMPANY, LLP4+ years Service code 10 · EIN 20-5520612 | Accounting | $64,894 |
Filed as: PAUL BERKOWITZ AND ASSOCIATES, LTD Service code 29 · EIN 36-3780998 | Legal | $50,717 |
Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 | Contract Administrator | $34,202 |
MILLER KAPLAN ARASE LLP4+ years Filed as: S.C. MILLER & CO., INC. Service code 10 · EIN 35-1820020 | Accounting | $12,669 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,895 | $143,368-84.7% | $87,102-74.9% | $89,609-75.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 76.9%+23.1pp | 69.6%+30.4pp |
| Annual return | 6.36% | 28.55%-22.2pp | 28.19%-21.8pp | 33.65%-27.3pp |
| Employer contribution / active EE | $1,803 | $4,012-55.1% | $2,521-28.5% | $2,584-30.2% |
| Participant deferral / active EE | $0 | $7,129-100.0% | $4,048-100.0% | $4,222-100.0% |
| Admin fee / account holder | $46 | $61-24.0% | $7,493-99.4% | $72-35.5% |