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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $29,617 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 28 5565 GLENRIDGE CONNECTOR NE · ATLANTA, GA 30342 | Investment Management | $7,508 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,161 | $104,336+55.4% | $159,495+1.7% | $86,828+86.8% |
| Participation rate | 90.7% | 77.7%+13.0pp | 82.8%+7.9pp | 72.3%+18.4pp |
| Annual return | 13.99% | 26.32%-12.3pp | 263.72%-249.7pp | 97.95%-84.0pp |
| Employer contribution / active EE | $13,714 | $3,451+297.4% | $4,831+183.9% | $2,406+469.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $113 | $172-34.5% | $10,804-99.0% | $170-33.5% |