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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,851 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-3354970 | Advisory (Plan) | $15,000 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,884 | $52,293+29.8% | $178,498-62.0% | $73,412-7.5% |
| Participation rate | 96.0% | 65.3%+30.7pp | 81.9%+14.1pp | 72.2%+23.8pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.09%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $1,442 | $1,735-16.9% | $5,011-71.2% | $2,234-35.4% |
| Participant deferral / active EE | $2,011 | $2,332-13.8% | $5,202-61.3% | $3,806-47.2% |
| Admin fee / account holder | $74 | $127-41.6% | $13,985-99.5% | $158-52.9% |