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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $6,445 |
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 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $14,938 | $53,925-72.3% | $75,501-80.2% | $69,631-78.5% |
| Participation rate | 56.0% | 71.2%-15.2pp | 72.4%-16.3pp | 70.7%-14.7pp |
| Annual return | 12.68% | 17.84%-5.2pp | 27.35%-14.7pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $175 | $1,802-90.3% | $2,352-92.6% | $2,032-91.4% |
| Participant deferral / active EE | $1,023 | $2,569-60.2% | $3,142-67.4% | $3,224-68.3% |
| Admin fee / account holder | $29 | $97-70.1% | $5,801-99.5% | $110-73.7% |