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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $148,735 |
NFP RETIREMENT INC5 years Filed as: NFP CORPORATE SERVICES Service code 17 · EIN 41-1505971 | Pension Consulting | $30,252 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA 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 | $76,624 | $79,519-3.6% | $95,968-20.2% | $73,415+4.4% |
| Participation rate | 98.2% | 81.2%+17.0pp | 77.1%+21.1pp | 72.2%+26.0pp |
| Annual return | 16.27% | 19.20%-2.9pp | 91.65%-75.4pp | 59.30%-43.0pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,542-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,835 | $4,138+16.8% | $4,167+16.0% | $3,806+27.0% |
| Admin fee / account holder | $179 | $184-2.7% | $6,798-97.4% | $158+13.6% |