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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $51,379 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085529 | Securities Custodian | $0 |
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 | $159,027 | $59,191+168.7% | $76,767+107.2% | $56,289+182.5% |
| Participation rate | 96.2% | 75.2%+21.0pp | 77.0%+19.2pp | 69.9%+26.3pp |
| Annual return | -3.48% | 6.62%-10.1pp | 2.43%-5.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $5,028 | $1,759+185.9% | $2,485+102.3% | $2,111+138.2% |
| Participant deferral / active EE | $6,709 | $3,255+106.1% | $3,852+74.2% | $3,350+100.3% |
| Admin fee / account holder | $214 | $489-56.2% | $6,675-96.8% | $521-58.9% |