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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $11,692 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 28 5565 GLENRIDGE CONNECTOR NE · ATLANTA, GA 30342 | Investment Management | $6,147 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
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 | $108,333 | $75,388+43.7% | $123,553-12.3% | $55,727+94.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -5.31% | 4.48%-9.8pp | 119.21%-124.5pp | 244.94%-250.3pp |
| Employer contribution / active EE | $10,344 | $3,063+237.7% | $4,628+123.5% | $2,078+397.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $57 | $120-52.5% | $9,284-99.4% | $115-50.6% |