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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $33,259 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $14,784 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,693 | $72,770+34.2% | $67,652+44.4% | $55,191+77.0% |
| Participation rate | 83.9% | 78.8%+5.1pp | 75.7%+8.2pp | 69.2%+14.7pp |
| Annual return | 12.83% | -3.26%+16.1pp | 6625.40%-6612.6pp | 10.78%+2.0pp |
| Employer contribution / active EE | $3,092 | $1,769+74.8% | $2,266+36.5% | $1,899+62.9% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $41 | $79-48.3% | $4,821-99.2% | $91-55.1% |