Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $52,193 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $25,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $254,352 | $70,002+263.4% | $115,038+121.1% | $52,331+386.0% |
| Participation rate | 86.1% | 72.1%+14.0pp | 81.4%+4.7pp | 68.1%+18.0pp |
| Annual return | -0.90% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $6,559 | $2,715+141.6% | $4,608+42.3% | $1,882+248.6% |
| Participant deferral / active EE | $5,730 | $4,920+16.5% | $6,026-4.9% | $3,022+89.6% |
| Admin fee / account holder | $596 | $566+5.3% | $8,175-92.7% | $592+0.8% |