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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $93,381 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,950 |
BMO HARRIS BANK NA2 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 | $78,845 | $75,388+4.6% | $123,553-36.2% | $55,725+41.5% |
| Participation rate | 73.2% | 75.7%-2.4pp | 82.3%-9.0pp | 70.9%+2.4pp |
| Annual return | 1.39% | 4.48%-3.1pp | 119.21%-117.8pp | 244.93%-243.5pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,909 | $5,651-13.1% | $6,426-23.6% | $3,356+46.3% |
| Admin fee / account holder | $184 | $120+53.8% | $9,284-98.0% | $115+59.9% |