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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $55,536 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $17,827 |
WIPFLI LLP1+ years Filed as: SMITH & GESTELAND, LLP Service code 10 · EIN 39-0857178 | Accounting | $5,000 |
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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Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,811 | $72,770-35.7% | $67,652-30.8% | $55,191-15.2% |
| Participation rate | 94.2% | 78.8%+15.4pp | 75.7%+18.5pp | 69.2%+25.0pp |
| Annual return | 0.08% | -3.26%+3.3pp | 6625.40%-6625.3pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,575 | $1,769-11.0% | $2,266-30.5% | $1,899-17.0% |
| Participant deferral / active EE | $4,089 | $3,408+20.0% | $3,560+14.9% | $3,046+34.2% |
| Admin fee / account holder | $140 | $79+77.9% | $4,821-97.1% | $91+54.4% |