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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $35,396 |
JANKINS JABLONSKI LLC6+ years Service code 10 6220A S 108TH ST · HALES CORNER, WI 53130 | Accounting | $7,100 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,064 | $77,660-5.9% | $109,143-33.1% | $79,386-8.0% |
| Participation rate | 87.0% | 67.8%+19.2pp | 75.9%+11.1pp | 70.7%+16.3pp |
| Annual return | 21.99% | 23.44%-1.5pp | 25.75%-3.8pp | 116.85%-94.9pp |
| Employer contribution / active EE | $411 | $2,797-85.3% | $3,722-89.0% | $2,427-83.1% |
| Participant deferral / active EE | $5,008 | $3,518+42.4% | $4,653+7.6% | $4,046+23.8% |
| Admin fee / account holder | $264 | $732-64.0% | $6,752-96.1% | $626-57.9% |