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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $53,900 |
FROST BANK3+ years Filed as: FROST NATIONAL BANK Service code 21 | Bank Trustee | $33,932 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
FROST BANK2 years Service code 21 · EIN 74-0635455 | Bank Trustee | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $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 | $57,243 | $69,305-17.4% | $82,312-30.5% | $69,631-17.8% |
| Participation rate | 87.8% | 80.3%+7.6pp | 76.9%+10.9pp | 70.7%+17.1pp |
| Annual return | 14.98% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,903 | $1,887+0.9% | $2,428-21.6% | $2,032-6.4% |
| Participant deferral / active EE | $2,923 | $3,568-18.1% | $3,706-21.1% | $3,224-9.3% |
| Admin fee / account holder | $199 | $97+104.7% | $5,608-96.5% | $110+80.1% |