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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $76,375 |
BAIRD FUNDS5+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 777 E. WISCONSIN AVENUE, FLOOR 22 · MILWAUKEE, WI 53202 | Advisory (Plan) | $48,271 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, N.A. 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 | $122,173 | $52,293+133.6% | $178,503-31.6% | $73,412+66.4% |
| Participation rate | 76.6% | 65.3%+11.3pp | 81.9%-5.3pp | 72.2%+4.5pp |
| Annual return | 16.71% | 34.75%-18.0pp | 151.12%-134.4pp | 59.30%-42.6pp |
| Employer contribution / active EE | $6,640 | $1,736+282.5% | $5,011+32.5% | $2,234+197.3% |
| Participant deferral / active EE | $4,629 | $2,333+98.4% | $5,202-11.0% | $3,806+21.6% |
| Admin fee / account holder | $281 | $127+120.9% | $13,987-98.0% | $158+78.2% |