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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $66,883 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $12,500 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $10,300 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,665 | $53,925+205.4% | $75,501+118.1% | $69,631+136.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.4%+27.6pp | 70.7%+29.3pp |
| Annual return | 12.57% | 17.84%-5.3pp | 27.35%-14.8pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $5,337 | $1,802+196.1% | $2,352+126.9% | $2,032+162.6% |
| Participant deferral / active EE | $6,547 | $2,569+154.8% | $3,142+108.3% | $3,224+103.1% |
| Admin fee / account holder | $290 | $97+198.7% | $5,801-95.0% | $110+162.7% |