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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 39-2085229 | Recordkeeping | $48,122 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $29,167 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,905 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $9,500 |
NIXON PEABODY LLP1+ years Service code 29 · EIN 16-0764720 | Legal | $5,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,440 | $48,277+193.0% | $63,244+123.6% | $55,191+156.3% |
| Participation rate | 99.6% | 69.4%+30.3pp | 71.0%+28.6pp | 69.2%+30.5pp |
| Annual return | 0.82% | 2.37%-1.6pp | -70.31%+71.1pp | 10.78%-10.0pp |
| Employer contribution / active EE | $4,884 | $1,592+206.8% | $2,322+110.4% | $1,899+157.2% |
| Participant deferral / active EE | $5,834 | $2,432+139.9% | $2,953+97.6% | $3,046+91.5% |
| Admin fee / account holder | $352 | $86+309.0% | $5,893-94.0% | $91+287.3% |