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| Provider | Service type | Compensation |
|---|---|---|
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOEMER VAN DEUREN SC Service code 29 1000 N. WATER ST. #700 · MILWAUKEE, WI 53202 | Legal | $13,725 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $11,670 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $8,500 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,196 |
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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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 | $53,990 | $72,770-25.8% | $67,652-20.2% | $55,191-2.2% |
| Participation rate | 98.2% | 78.8%+19.4pp | 75.7%+22.6pp | 69.2%+29.1pp |
| Annual return | -1.77% | -3.26%+1.5pp | 6625.40%-6627.2pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,213 | $1,769-31.4% | $2,266-46.5% | $1,899-36.1% |
| Participant deferral / active EE | $3,518 | $3,408+3.2% | $3,560-1.2% | $3,046+15.5% |
| Admin fee / account holder | $65 | $79-17.1% | $4,821-98.6% | $91-28.0% |