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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $28,760 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $9,826 |
PIOTROWSKI & GEBIS1+ years Service code 10 · EIN 36-3712775 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,124 | $72,770-66.8% | $67,652-64.3% | $55,191-56.3% |
| Participation rate | 50.7% | 78.8%-28.1pp | 75.7%-24.9pp | 69.2%-18.4pp |
| Annual return | -0.06% | -3.26%+3.2pp | 6625.40%-6625.5pp | 10.78%-10.8pp |
| Employer contribution / active EE | $648 | $1,769-63.4% | $2,266-71.4% | $1,899-65.9% |
| Participant deferral / active EE | $1,803 | $3,408-47.1% | $3,560-49.3% | $3,046-40.8% |
| Admin fee / account holder | $199 | $79+152.6% | $4,821-95.9% | $91+119.3% |