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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $48,674 |
SIKICH LLP3 years Service code 10 · EIN 36-1368081 | Accounting | $13,000 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,548 | $65,118-60.8% | $76,768-66.7% | $55,725-54.2% |
| Participation rate | 52.0% | 79.6%-27.6pp | 77.0%-25.0pp | 70.9%-18.8pp |
| Annual return | -6.64% | -1.27%-5.4pp | 2.43%-9.1pp | 244.93%-251.6pp |
| Employer contribution / active EE | $633 | $1,941-67.4% | $2,485-74.5% | $2,078-69.5% |
| Participant deferral / active EE | $1,837 | $3,688-50.2% | $3,852-52.3% | $3,356-45.3% |
| Admin fee / account holder | $171 | $116+47.4% | $6,675-97.4% | $115+48.3% |