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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 28 5565 GLENRIDGE CONNECTOR NE · ATLANTA, GA 30342 | Investment Management | $12,612 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $10,180 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $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 | $113,496 | $155,795-27.2% | $136,298-16.7% | $69,634+63.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.23% | 232464.33%-232449.1pp | 5156.27%-5141.0pp | 27572.26%-27557.0pp |
| Employer contribution / active EE | $11,205 | $2,991+274.6% | $4,696+138.6% | $2,032+451.4% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $73 | $128-43.4% | $9,244-99.2% | $110-34.3% |