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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $32,760 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $18,014 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $8,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,765 | $37,117+39.5% | $147,617-64.9% | $55,191-6.2% |
| Participation rate | 56.2% | 63.6%-7.4pp | 84.6%-28.4pp | 69.2%-12.9pp |
| Annual return | 14.35% | 3.44%+10.9pp | 61.98%-47.6pp | 10.78%+3.6pp |
| Employer contribution / active EE | $769 | $1,620-52.6% | $5,564-86.2% | $1,899-59.5% |
| Participant deferral / active EE | $2,110 | $1,985+6.3% | $4,895-56.9% | $3,046-30.7% |
| Admin fee / account holder | $368 | $86+329.6% | $11,612-96.8% | $91+304.9% |