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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $61,989 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $59,268 |
FINANCIAL CONCEPTS, INC.1+ years Filed as: FINANCIAL CONCEPTS Service code 17 · EIN 41-1505971 | Pension Consulting | $26,095 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $56,924 | $72,770-21.8% | $67,652-15.9% | $55,191+3.1% |
| Participation rate | 99.6% | 78.8%+20.8pp | 75.7%+23.9pp | 69.2%+30.4pp |
| Annual return | 2.07% | -3.26%+5.3pp | 6625.40%-6623.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,310 | $3,408+26.5% | $3,560+21.1% | $3,046+41.5% |
| Admin fee / account holder | $181 | $79+129.4% | $4,821-96.2% | $91+99.2% |