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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $4,012 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,289 |
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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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,755 | $72,770-75.6% | $67,652-73.8% | $55,191-67.8% |
| Participation rate | 90.3% | 78.8%+11.6pp | 75.7%+14.7pp | 69.2%+21.2pp |
| Annual return | -0.30% | -3.26%+3.0pp | 6625.40%-6625.7pp | 10.78%-11.1pp |
| Employer contribution / active EE | $539 | $1,769-69.5% | $2,266-76.2% | $1,899-71.6% |
| Participant deferral / active EE | $1,153 | $3,408-66.2% | $3,560-67.6% | $3,046-62.1% |
| Admin fee / account holder | $18 | $79-77.2% | $4,821-99.6% | $91-80.2% |