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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $71,166 |
BAIRD FUNDS6+ years Filed as: ROBERT W BAIRD Service code 27 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $57,269 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 | $143,411 | $66,528+115.6% | $86,625+65.6% | $86,821+65.2% |
| Participation rate | 94.5% | 72.4%+22.1pp | 71.6%+22.9pp | 72.3%+22.2pp |
| Annual return | 25.67% | 19.56%+6.1pp | 63.52%-37.8pp | 97.94%-72.3pp |
| Employer contribution / active EE | $0 | $2,007-100.0% | $2,496-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,941 | $3,240+83.4% | $3,700+60.6% | $4,132+43.8% |
| Admin fee / account holder | $243 | $148+64.2% | $5,830-95.8% | $170+43.4% |