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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $34,118 |
Service code 28 · EIN 52-1499373 | Investment Management | $5,399 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 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 | $143,210 | $100,801+42.1% | $149,751-4.4% | $73,415+95.1% |
| Participation rate | 90.2% | 77.7%+12.5pp | 82.5%+7.7pp | 72.2%+18.0pp |
| Annual return | 14.53% | 265.34%-250.8pp | 276.71%-262.2pp | 59.30%-44.8pp |
| Employer contribution / active EE | $12,826 | $3,312+287.3% | $4,646+176.1% | $2,234+474.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $129 | $181-28.8% | $9,312-98.6% | $158-18.5% |