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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $71,423 |
SPECTRUM INVESTMENT ADVISORS5+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 26 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Participants) | $68,953 |
Filed as: SVA Service code 10 1221 JOHN Q HAMMONS DRIVE · MADISON, WI 53717 | Accounting | $8,000 |
BMO HARRIS BANK NA3 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 | $63,185 | $69,231-8.7% | $91,994-31.3% | $67,579-6.5% |
| Participation rate | 98.9% | 78.9%+20.0pp | 78.6%+20.2pp | 71.3%+27.6pp |
| Annual return | 21.85% | 32.03%-10.2pp | 69.04%-47.2pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,300 | $2,284-43.1% | $3,453-62.4% | $2,148-39.5% |
| Participant deferral / active EE | $5,765 | $5,854-1.5% | $5,924-2.7% | $3,539+62.9% |
| Admin fee / account holder | $271 | $107+152.5% | $7,744-96.5% | $142+90.6% |