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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,994 | $81,208+29.3% | $98,920+6.1% | $79,856+31.5% |
| Participation rate | 75.9% | 72.5%+3.4pp | 76.0%-0.1pp | 69.6%+6.3pp |
| Annual return | 3.54% | 60.99%-57.5pp | 196.47%-192.9pp | 31.71%-28.2pp |
| Employer contribution / active EE | $3,228 | $1,960+64.7% | $2,689+20.0% | $2,471+30.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $11 | $6,013-99.8% | $6,643-99.8% | $5,306-99.8% |