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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $55,771 |
HAYS COMPANIES5+ years Service code 28 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $23,862 |
LURIE, LLP2 years Filed as: LURIE,LLP Service code 10 · EIN 41-0721734 | Accounting | $8,320 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,394 | $66,319+74.0% | $93,621+23.3% | $65,185+77.0% |
| Participation rate | 48.1% | 74.0%-25.9pp | 75.8%-27.7pp | 70.2%-22.1pp |
| Annual return | 20.80% | 42.59%-21.8pp | 32.76%-12.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,729 | $3,343-48.3% | $4,070-57.5% | $3,514-50.8% |
| Admin fee / account holder | $602 | $6,900-91.3% | $7,890-92.4% | $847-28.9% |