Filed June 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $43,746 |
MHK ADVISOR GROUP1+ years Filed as: THE MHK ADVISOR GROUP Service code 28 8517 EXCELSIOR DRIVE · MADISON, WI 53717 | Investment Management | $41,620 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $14,518 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,992 | $57,096-52.7% | $94,229-71.4% | $55,191-51.1% |
| Participation rate | 90.1% | 75.7%+14.5pp | 78.8%+11.4pp | 69.2%+21.0pp |
| Annual return | 6.95% | 159.65%-152.7pp | 10.68%-3.7pp | 10.78%-3.8pp |
| Employer contribution / active EE | $1 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,294 | $3,165-27.5% | $4,320-46.9% | $3,046-24.7% |
| Admin fee / account holder | $177 | $89+98.8% | $6,269-97.2% | $91+95.4% |