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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $2,855 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $309 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,675 | $72,770-19.4% | $67,652-13.3% | $55,191+6.3% |
| Participation rate | 94.9% | 78.8%+16.1pp | 75.7%+19.2pp | 69.2%+25.7pp |
| Annual return | 0.03% | -3.26%+3.3pp | 6625.40%-6625.4pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,989 | $1,769+12.4% | $2,266-12.2% | $1,899+4.7% |
| Participant deferral / active EE | $4,204 | $3,408+23.4% | $3,560+18.1% | $3,046+38.0% |
| Admin fee / account holder | $5 | $79-93.4% | $4,821-99.9% | $91-94.2% |