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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2+ years Filed as: PRIVATE ADVISOR GROUP Service code 26 · EIN 39-1185892 | Advisory (Participants) | $36,897 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $29,700 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,889 | $46,072+92.9% | $70,014+27.0% | $55,167+61.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 10.57% | 8.68%+1.9pp | 12.99%-2.4pp | 169.23%-158.7pp |
| Employer contribution / active EE | $5,416 | $1,500+261.1% | $2,338+131.6% | $1,963+176.0% |
| Participant deferral / active EE | $3,942 | $2,344+68.2% | $2,931+34.5% | $3,054+29.1% |
| Admin fee / account holder | $432 | $428+1.1% | $4,380-90.1% | $504-14.2% |