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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $71,615 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD Service code 27 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $31,162 |
BMO HARRIS BANK NA1+ 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 | $93,277 | $50,106+86.2% | $69,779+33.7% | $57,658+61.8% |
| Participation rate | 95.6% | 70.9%+24.7pp | 71.8%+23.8pp | 70.2%+25.4pp |
| Annual return | 11.88% | 14.58%-2.7pp | 12.99%-1.1pp | 5.13%+6.7pp |
| Employer contribution / active EE | $0 | $1,739-100.0% | $2,338-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,033 | $2,486+102.5% | $2,931+71.7% | $3,061+64.5% |
| Admin fee / account holder | $228 | $89+156.1% | $4,381-94.8% | $95+141.6% |