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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $19,914 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,783 | $73,404+78.2% | $87,102+50.1% | $67,584+93.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 31.04% | 48.29%-17.3pp | 28.19%+2.8pp | 378.59%-347.5pp |
| Employer contribution / active EE | $4 | $2,014-99.8% | $2,521-99.8% | $2,148-99.8% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,540-100.0% |
| Admin fee / account holder | $35 | $142-74.9% | $7,493-99.5% | $142-75.1% |