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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $16,203 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,988 |
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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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 | $18,519 | $33,745-45.1% | $64,105-71.1% | $55,191-66.4% |
| Participation rate | 95.5% | 59.4%+36.1pp | 68.2%+27.3pp | 69.2%+26.3pp |
| Annual return | 0.52% | 4.95%-4.4pp | 791.24%-790.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $297 | $641-53.7% | $1,820-83.7% | $1,899-84.4% |
| Participant deferral / active EE | $1,594 | $1,929-17.4% | $2,822-43.5% | $3,046-47.7% |
| Admin fee / account holder | $56 | $94-40.6% | $4,499-98.8% | $91-38.3% |