Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $69,371 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3429602 | Advisory (Plan) | $64,151 |
BMO HARRIS BANK NA4+ 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 | $116,953 | $73,404+59.3% | $87,104+34.3% | $67,579+73.1% |
| Participation rate | 90.0% | 80.9%+9.1pp | 76.9%+13.1pp | 71.3%+18.7pp |
| Annual return | 23.39% | 48.29%-24.9pp | 28.19%-4.8pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,135 | $2,014+6.0% | $2,521-15.3% | $2,148-0.6% |
| Participant deferral / active EE | $4,791 | $3,913+22.4% | $4,048+18.3% | $3,539+35.4% |
| Admin fee / account holder | $326 | $142+130.0% | $7,491-95.7% | $142+128.9% |