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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA Service code 26 · EIN 46-5378846 11270 W PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $13,204 |
BMO HARRIS BANK NA2+ years Filed as: BMO RETIREMENT SERVICES Service code 26 · EIN 39-1186267 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Advisory (Participants) | $11,753 |
Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $3,568 |
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 | $103,756 | $60,165+72.5% | $74,184+39.9% | $55,167+88.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.47% | 10.00%-3.5pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,372 | $1,600+110.8% | $2,370+42.3% | $1,963+71.8% |
| Participant deferral / active EE | $2,177 | $2,973-26.8% | $3,550-38.7% | $3,054-28.7% |
| Admin fee / account holder | $219 | $419-47.7% | $5,586-96.1% | $504-56.5% |