Filed August 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $49,192 | $50,106-1.8% | $69,779-29.5% | $57,658-14.7% |
| Participation rate | 47.0% | 70.9%-23.9pp | 71.8%-24.8pp | 70.2%-23.2pp |
| Annual return | 6.36% | 14.58%-8.2pp | 12.99%-6.6pp | 5.13%+1.2pp |
| Employer contribution / active EE | $665 | $1,739-61.8% | $2,338-71.6% | $1,974-66.3% |
| Participant deferral / active EE | $875 | $2,486-64.8% | $2,931-70.1% | $3,061-71.4% |
| Admin fee / account holder | $0 | $89-100.0% | $4,381-100.0% | $95-100.0% |