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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,086 |
BMO HARRIS BANK NA3+ 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 | $88,217 | $69,305+27.3% | $82,312+7.2% | $69,634+26.7% |
| Participation rate | 96.3% | 80.3%+16.0pp | 76.9%+19.4pp | 70.7%+25.6pp |
| Annual return | 10.87% | 21.47%-10.6pp | 25.88%-15.0pp | 27572.26%-27561.4pp |
| Employer contribution / active EE | $1,935 | $1,887+2.6% | $2,428-20.3% | $2,032-4.8% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $27 | $97-72.1% | $5,608-99.5% | $110-75.5% |