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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $5,250 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $3,867 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $932 |
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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,080 | $39,245+124.4% | $64,105+37.4% | $52,331+68.3% |
| Participation rate | 65.6% | 58.2%+7.4pp | 68.2%-2.5pp | 68.1%-2.5pp |
| Annual return | 0.39% | 14.79%-14.4pp | 791.24%-790.9pp | 4.54%-4.2pp |
| Employer contribution / active EE | $392 | $736-46.7% | $1,820-78.5% | $1,882-79.2% |
| Participant deferral / active EE | $2,306 | $1,992+15.8% | $2,822-18.3% | $3,022-23.7% |
| Admin fee / account holder | $94 | $592-84.1% | $4,499-97.9% | $592-84.1% |