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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 28 · EIN 90-0142264 | Investment Management | $33,811 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,273 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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.
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 | $106,241 | $78,707+35.0% | $117,861-9.9% | $70,126+51.5% |
| Participation rate | 98.9% | 73.2%+25.7pp | 79.7%+19.2pp | 69.5%+29.3pp |
| Annual return | 11.38% | 23.30%-11.9pp | 335.11%-323.7pp | 73.15%-61.8pp |
| Employer contribution / active EE | $488 | $2,223-78.0% | $3,786-87.1% | $2,343-79.2% |
| Participant deferral / active EE | $4,258 | $3,297+29.1% | $4,482-5.0% | $3,332+27.8% |
| Admin fee / account holder | $610 | $5,066-88.0% | $8,021-92.4% | $4,645-86.9% |