Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $19,909 |
MONETA GROUP LLC1 year Filed as: MONETA INVESTMENT ADVISORS Service code 27 100 SOUTH BRENTWOOD BLVD · ST. LOUIS, MO 63105 | Advisory (Plan) | $15,793 |
BMO HARRIS BANK NA2 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 | $27,383 | $60,795-55.0% | $69,483-60.6% | $65,186-58.0% |
| Participation rate | 88.4% | 74.9%+13.6pp | 74.6%+13.8pp | 70.2%+18.2pp |
| Annual return | 21.71% | 17.46%+4.3pp | 28.99%-7.3pp | 29.39%-7.7pp |
| Employer contribution / active EE | $3,213 | $2,452+31.0% | $2,780+15.6% | $2,177+47.6% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $155 | $314-50.5% | $3,841-96.0% | $847-81.7% |