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| Provider | Service type | Compensation |
|---|---|---|
CHARTERED WEALTH ADVISOR2 years Service code 28 · EIN 26-2333067 | Investment Management | $34,831 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $28,806 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK,NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,282 | $99,957+27.3% | $149,696-15.0% | $73,488+73.2% |
| Participation rate | 82.1% | 75.7%+6.4pp | 82.5%-0.4pp | 70.7%+11.4pp |
| Annual return | 7.26% | 53.87%-46.6pp | 276.60%-269.3pp | 28.51%-21.2pp |
| Employer contribution / active EE | $2,489 | $3,191-22.0% | $4,644-46.4% | $2,270+9.7% |
| Participant deferral / active EE | $6,171 | $6,073+1.6% | $6,842-9.8% | $3,740+65.0% |
| Admin fee / account holder | $535 | $551-2.9% | $9,309-94.3% | $513+4.2% |