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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA RETIREMENT SERVICES, LL Service code 15 · EIN 46-5378846 | Recordkeeping | $780,209 |
BENESYS, INC.5+ years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $291,000 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $167,573 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
Filed as: REINHART BOERNER VAN DEUREN Service code 29 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $81,286 |
L.M. HENDERSON & COMPANY, LLP5+ years Service code 10 · EIN 20-5520612 | Accounting | $53,034 |
Filed as: PAUL BERKOWITZ AND ASSOCIATES, LTD Service code 29 · EIN 36-3780998 | Legal | $36,986 |
JOHNSON & KROL, LLC1 year Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $14,285 |
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 | $22,210 | $164,350-86.5% | $95,968-76.9% | $106,273-79.1% |
| Participation rate | 100.0% | 90.5%+9.5pp | 77.1%+22.9pp | 70.8%+29.2pp |
| Annual return | 4.01% | 14.56%-10.6pp | 91.65%-87.6pp | 21.70%-17.7pp |
| Employer contribution / active EE | $1,732 | $4,292-59.7% | $2,542-31.9% | $2,722-36.4% |
| Participant deferral / active EE | $0 | $7,854-100.0% | $4,167-100.0% | $4,601-100.0% |
| Admin fee / account holder | $50 | $65-23.1% | $6,798-99.3% | $78-35.8% |