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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 39-2085229 | Recordkeeping | $50,911 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 26 3030 NORTH ROCKY POINT DRIVE WEST · TAMPA, WI 336077200 | Advisory (Participants) | $23,255 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $18,655 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,321 | $37,039-37.0% | $147,617-84.2% | $59,188-60.6% |
| Participation rate | 75.5% | 63.8%+11.7pp | 84.6%-9.2pp | 69.4%+6.0pp |
| Annual return | 0.78% | 7.19%-6.4pp | 61.98%-61.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,387 | $1,353+2.5% | $5,565-75.1% | $2,098-33.9% |
| Participant deferral / active EE | $4,519 | $2,094+115.8% | $4,895-7.7% | $3,265+38.4% |
| Admin fee / account holder | $80 | $60+33.0% | $11,611-99.3% | $92-13.2% |