Filed January 27, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $124,505 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $44,109 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 51 760 W MAIN STREET · BARRINGTON, IL 60010 | Investment Mgmt Fees | $39,611 |
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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Employer contribution per participant 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.
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 | $26,817 | $99,628-73.1% | $105,218-74.5% | $59,188-54.7% |
| Participation rate | 96.6% | 80.5%+16.2pp | 77.2%+19.4pp | 69.4%+27.2pp |
| Annual return | 2.45% | 3.21%-0.8pp | 5.33%-2.9pp | 5.51%-3.1pp |
| Employer contribution / active EE | $41 | $2,454-98.3% | $3,255-98.7% | $2,098-98.0% |
| Participant deferral / active EE | $3,261 | $4,189-22.2% | $4,867-33.0% | $3,265-0.1% |
| Admin fee / account holder | $191 | $62+205.5% | $6,992-97.3% | $92+107.0% |