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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $23,287 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,846 | $86,298+7.6% | $111,308-16.6% | $85,847+8.2% |
| Participation rate | 92.8% | 73.3%+19.4pp | 77.3%+15.5pp | 69.3%+23.5pp |
| Annual return | 16.41% | 19.99%-3.6pp | 54.67%-38.3pp | 318.61%-302.2pp |
| Employer contribution / active EE | $909 | $2,044-55.5% | $2,732-66.7% | $2,565-64.6% |
| Participant deferral / active EE | $3,933 | $3,641+8.0% | $4,487-12.4% | $3,952-0.5% |
| Admin fee / account holder | $214 | $8,189-97.4% | $7,965-97.3% | $6,261-96.6% |