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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $48,083 |
BMO HARRIS BANK NA2+ 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 | $94,461 | $80,211+17.8% | $74,184+27.3% | $63,975+47.7% |
| Participation rate | 80.1% | 84.2%-4.0pp | 76.6%+3.5pp | 71.1%+9.0pp |
| Annual return | 4.39% | 14.13%-9.7pp | 17.74%-13.3pp | 48.65%-44.3pp |
| Employer contribution / active EE | $1,800 | $2,553-29.5% | $2,370-24.1% | $2,182-17.5% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $44 | $67-34.8% | $5,586-99.2% | $70-37.7% |