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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $100,082 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,872 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK N.A. 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 | $101,518 | $100,801+0.7% | $149,745-32.2% | $73,412+38.3% |
| Participation rate | 71.7% | 77.7%-6.0pp | 82.5%-10.8pp | 72.2%-0.5pp |
| Annual return | 16.38% | 265.34%-249.0pp | 276.72%-260.3pp | 59.30%-42.9pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,002 | $6,404-21.9% | $6,843-26.9% | $3,806+31.4% |
| Admin fee / account holder | $195 | $181+7.8% | $9,312-97.9% | $158+23.4% |