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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $71,221 |
SPECTRUM INVESTMENT ADVISORS4+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 26 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Participants) | $61,102 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $55,752 | $62,543-10.9% | $83,327-33.1% | $55,7250% |
| Participation rate | 98.4% | 78.4%+20.0pp | 77.8%+20.6pp | 70.9%+27.5pp |
| Annual return | -4.45% | 14.85%-19.3pp | 10.64%-15.1pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,185 | $2,427-51.2% | $3,379-64.9% | $2,078-43.0% |
| Participant deferral / active EE | $5,211 | $5,682-8.3% | $5,565-6.4% | $3,356+55.3% |
| Admin fee / account holder | $252 | $103+144.4% | $7,540-96.7% | $115+118.8% |