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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $89,149 |
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD Service code 27 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $41,456 |
BMO HARRIS BANK NA3+ 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 | $100,954 | $48,261+109.2% | $68,612+47.1% | $55,725+81.2% |
| Participation rate | 96.0% | 71.0%+25.0pp | 72.2%+23.8pp | 70.9%+25.2pp |
| Annual return | 10.94% | -2.61%+13.5pp | -4.63%+15.6pp | 244.93%-234.0pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,070 | $2,712+87.0% | $3,311+53.1% | $3,356+51.1% |
| Admin fee / account holder | $245 | $126+93.9% | $5,131-95.2% | $115+112.3% |