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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,082 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,943 | $99,957+124.0% | $149,745+49.5% | $73,497+204.7% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.5%+15.0pp | 70.7%+26.8pp |
| Annual return | 21.33% | 53.87%-32.5pp | 276.72%-255.4pp | 28.51%-7.2pp |
| Employer contribution / active EE | $8,451 | $3,191+164.8% | $4,646+81.9% | $2,270+272.3% |
| Participant deferral / active EE | $10,949 | $6,073+80.3% | $6,843+60.0% | $3,740+192.8% |
| Admin fee / account holder | $92 | $551-83.3% | $9,312-99.0% | $513-82.1% |