Filed December 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $193,379 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $71,028 |
WIPFLI LLP1+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $15,094 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,796 | $33,232+67.9% | $71,796-22.3% | $63,975-12.8% |
| Participation rate | 80.3% | 60.1%+20.2pp | 69.1%+11.2pp | 71.1%+9.1pp |
| Annual return | 0.11% | 11.99%-11.9pp | 78.04%-77.9pp | 48.65%-48.5pp |
| Employer contribution / active EE | $2,504 | $723+246.4% | $1,924+30.1% | $2,182+14.8% |
| Participant deferral / active EE | $637 | $1,604-60.3% | $2,794-77.2% | $3,356-81.0% |
| Admin fee / account holder | $118 | $63+85.4% | $4,815-97.6% | $70+67.1% |