Filed October 10, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 17 · EIN 90-0142264 | Pension Consulting | $97,500 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $70,130 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $23,158 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,998 | $72,770+114.4% | $67,652+130.6% | $55,191+182.6% |
| Participation rate | 98.9% | 78.8%+20.1pp | 75.7%+23.2pp | 69.2%+29.7pp |
| Annual return | -1.99% | -3.26%+1.3pp | 6625.04%-6627.0pp | 10.78%-12.8pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,709 | $3,408+8.8% | $3,560+4.2% | $3,046+21.7% |
| Admin fee / account holder | $393 | $79+398.1% | $4,821-91.9% | $91+332.4% |