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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $22,496 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $12,650 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $8,858 |
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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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,168 | $54,320-2.1% | $67,652-21.4% | $52,331+1.6% |
| Participation rate | 72.8% | 73.6%-0.7pp | 75.7%-2.8pp | 68.1%+4.7pp |
| Annual return | -3.44% | 6.81%-10.2pp | 6625.40%-6628.8pp | 4.54%-8.0pp |
| Employer contribution / active EE | $708 | $1,544-54.1% | $2,266-68.8% | $1,882-62.4% |
| Participant deferral / active EE | $1,776 | $2,950-39.8% | $3,560-50.1% | $3,022-41.2% |
| Admin fee / account holder | $358 | $527-32.1% | $4,821-92.6% | $592-39.5% |