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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $78,164 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $24,516 |
Filed as: NORTHWESTERN MUTUAL LIFE INSURANCE Service code 28 | Investment Management | $12,000 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 40-6302077 | Investment Management | $9,511 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 28 720 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $163,216 | $88,324+84.8% | $115,038+41.9% | $55,191+195.7% |
| Participation rate | 80.3% | 72.5%+7.7pp | 81.4%-1.1pp | 69.2%+11.1pp |
| Annual return | -0.74% | 6.30%-7.0pp | 26.14%-26.9pp | 10.78%-11.5pp |
| Employer contribution / active EE | $7,067 | $2,805+152.0% | $4,608+53.4% | $1,899+272.2% |
| Participant deferral / active EE | $9,161 | $5,042+81.7% | $6,026+52.0% | $3,046+200.7% |
| Admin fee / account holder | $256 | $105+143.1% | $8,175-96.9% | $91+182.2% |