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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $81,911 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD Service code 27 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $35,694 |
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 | $97,509 | $53,925+80.8% | $75,501+29.1% | $69,631+40.0% |
| Participation rate | 96.4% | 71.2%+25.2pp | 72.4%+24.0pp | 70.7%+25.7pp |
| Annual return | 20.97% | 17.84%+3.1pp | 27.35%-6.4pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,846 | $2,569+88.6% | $3,142+54.2% | $3,224+50.3% |
| Admin fee / account holder | $227 | $97+133.4% | $5,801-96.1% | $110+105.2% |