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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $63,613 |
SPECTRUM INVESTMENT ADVISORS6+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 26 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Participants) | $59,731 |
Filed as: SVA Service code 10 1221 JOHN Q HAMMONS DRIVE · MADISON, WI 53717 | Accounting | $8,715 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,950 | $78,781-4.9% | $100,535-25.4% | $73,412+2.1% |
| Participation rate | 98.1% | 80.0%+18.1pp | 79.4%+18.7pp | 72.2%+25.9pp |
| Annual return | 13.64% | 31.69%-18.0pp | 30.90%-17.3pp | 59.30%-45.7pp |
| Employer contribution / active EE | $1,411 | $2,420-41.7% | $3,419-58.7% | $2,234-36.8% |
| Participant deferral / active EE | $6,537 | $6,5370% | $6,271+4.2% | $3,806+71.8% |
| Admin fee / account holder | $256 | $145+76.1% | $8,085-96.8% | $158+62.1% |