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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $102,278 |
NFP RETIREMENT INC6 years Filed as: NFP CORPORATE SERVICES Service code 17 · EIN 41-1505971 | Pension Consulting | $23,370 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,033 | $185,342-53.0% | $111,319-21.8% | $86,828+0.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 22.15% | 500.80%-478.6pp | 54.68%-32.5pp | 97.95%-75.8pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,732-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,189 | $4,458+16.4% | $4,488+15.6% | $4,132+25.6% |
| Admin fee / account holder | $121 | $255-52.7% | $7,966-98.5% | $170-28.7% |