Filed October 10, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 17 · EIN 90-0142264 | Pension Consulting | $93,250 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $83,770 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 | 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 | $174,412 | $69,305+151.7% | $82,312+111.9% | $69,631+150.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 15.26% | 21.47%-6.2pp | 25.88%-10.6pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $2,649 | $1,887+40.4% | $2,428+9.1% | $2,032+30.3% |
| Participant deferral / active EE | $4,815 | $3,568+34.9% | $3,706+29.9% | $3,224+49.4% |
| Admin fee / account holder | $392 | $97+303.0% | $5,608-93.0% | $110+254.6% |