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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $37,050 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $33,591 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $52,912 | $36,916+43.3% | $156,551-66.2% | $57,658-8.2% |
| Participation rate | 57.9% | 63.4%-5.6pp | 84.0%-26.2pp | 70.2%-12.4pp |
| Annual return | 6.44% | 12.38%-5.9pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $873 | $1,571-44.4% | $5,501-84.1% | $1,974-55.7% |
| Participant deferral / active EE | $2,215 | $1,926+15.0% | $4,871-54.5% | $3,061-27.6% |
| Admin fee / account holder | $411 | $82+397.9% | $13,028-96.8% | $95+334.5% |