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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $6,488 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | 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 | $49,515 | $64,909-23.7% | $82,312-39.8% | $62,293-20.5% |
| Participation rate | 92.6% | 74.9%+17.7pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 15.81% | 21.18%-5.4pp | 25.88%-10.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,007 | $1,676-39.9% | $2,428-58.5% | $2,042-50.7% |
| Participant deferral / active EE | $1,796 | $3,103-42.1% | $3,706-51.5% | $3,169-43.3% |
| Admin fee / account holder | $43 | $440-90.2% | $5,608-99.2% | $479-91.0% |