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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $22,430 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,750 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $166,198 | $48,261+244.4% | $68,612+142.2% | $55,725+198.2% |
| Participation rate | 96.0% | 71.0%+25.0pp | 72.2%+23.8pp | 70.9%+25.2pp |
| Annual return | -3.43% | -2.61%-0.8pp | -4.63%+1.2pp | 244.93%-248.4pp |
| Employer contribution / active EE | $5,398 | $1,742+209.8% | $2,625+105.6% | $2,078+159.8% |
| Participant deferral / active EE | $6,733 | $2,712+148.3% | $3,311+103.3% | $3,356+100.6% |
| Admin fee / account holder | $144 | $126+14.4% | $5,131-97.2% | $115+25.3% |