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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD1+ years Filed as: BRONFMAN E.L. ROTHCHILD L.P. Service code 27 · EIN 39-1908691 | Advisory (Plan) | $13,335 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $13,258 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $7,286 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,419 | $57,108-29.2% | $94,229-57.1% | $52,331-22.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -1.18% | 1.47%-2.7pp | 10.68%-11.9pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,317 | $1,735-24.1% | $3,587-63.3% | $1,882-30.0% |
| Participant deferral / active EE | $1,451 | $3,040-52.3% | $4,320-66.4% | $3,022-52.0% |
| Admin fee / account holder | $216 | $546-60.5% | $6,269-96.6% | $592-63.5% |