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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $67,452 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429602 | Advisory (Plan) | $63,793 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $95,610 | $65,118+46.8% | $76,768+24.5% | $55,725+71.6% |
| Participation rate | 91.3% | 79.6%+11.7pp | 77.0%+14.4pp | 70.9%+20.5pp |
| Annual return | -5.11% | -1.27%-3.8pp | 2.43%-7.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,236 | $1,941+15.2% | $2,485-10.0% | $2,078+7.6% |
| Participant deferral / active EE | $4,362 | $3,688+18.3% | $3,852+13.3% | $3,356+30.0% |
| Admin fee / account holder | $317 | $116+173.9% | $6,675-95.2% | $115+175.5% |