Filed August 6, 2019
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $174,782 |
ASCENSUS LLC3+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 28 19435 W. CAPITOL DR. · BROOKFIELD, WI 53045 | Investment Management | $75,000 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 19 | 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 | $118,546 | $34,242+246.2% | $76,518+54.9% | $75,289+57.5% |
| Participation rate | 100.0% | 43.9%+56.1pp | 68.0%+32.0pp | 72.4%+27.6pp |
| Annual return | -5.19% | -0.98%-4.2pp | -0.27%-4.9pp | -0.04%-5.2pp |
| Employer contribution / active EE | $5,049 | $975+418.0% | $2,647+90.7% | $2,405+110.0% |
| Participant deferral / active EE | $10,064 | $1,872+437.5% | $3,836+162.4% | $3,739+169.2% |
| Admin fee / account holder | $161 | $112+43.9% | $4,849-96.7% | $102+57.4% |