Filed January 27, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $178,788 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 28 760 W MAIN STREET · BARRINGTON, IL 60010 | Investment Management | $42,375 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
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.
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 | $29,423 | $107,045-72.5% | $108,745-72.9% | $63,975-54.0% |
| Participation rate | 97.0% | 81.9%+15.1pp | 77.7%+19.3pp | 71.1%+25.9pp |
| Annual return | 13.55% | 18.14%-4.6pp | 46.22%-32.7pp | 48.65%-35.1pp |
| Employer contribution / active EE | $43 | $2,651-98.4% | $3,323-98.7% | $2,182-98.0% |
| Participant deferral / active EE | $3,361 | $4,292-21.7% | $5,121-34.4% | $3,356+0.1% |
| Admin fee / account holder | $190 | $67+182.5% | $6,144-96.9% | $70+169.3% |