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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $5,732 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,736 |
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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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 | $63,895 | $54,320+17.6% | $67,652-5.6% | $52,331+22.1% |
| Participation rate | 98.8% | 73.6%+25.2pp | 75.7%+23.1pp | 68.1%+30.7pp |
| Annual return | -0.51% | 6.81%-7.3pp | 6625.40%-6625.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,856 | $1,544+20.2% | $2,266-18.1% | $1,882-1.4% |
| Participant deferral / active EE | $5,626 | $2,950+90.7% | $3,560+58.0% | $3,022+86.2% |
| Admin fee / account holder | $28 | $527-94.7% | $4,821-99.4% | $592-95.3% |