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| Provider | Service type | Compensation |
|---|---|---|
JONATHAN G. FURLOW, CPA6+ years Filed as: JONATHAN ROBERTS ADVISORY GROUP Service code 27 · EIN 59-3680571 | Advisory (Plan) | $51,956 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $47,284 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | 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 | $194,520 | $78,781+146.9% | $100,528+93.5% | $73,412+165.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 79.4%+20.6pp | 72.2%+27.8pp |
| Annual return | 27.36% | 31.69%-4.3pp | 30.90%-3.5pp | 59.30%-31.9pp |
| Employer contribution / active EE | $3,395 | $2,420+40.3% | $3,419-0.7% | $2,234+52.0% |
| Participant deferral / active EE | $8,792 | $6,537+34.5% | $6,271+40.2% | $3,806+131.0% |
| Admin fee / account holder | $273 | $145+87.6% | $8,084-96.6% | $158+72.7% |