Filed September 11, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $67,651 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $34,938 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,873 | $50,106+161.2% | $69,779+87.6% | $57,658+127.0% |
| Participation rate | 92.9% | 70.9%+22.0pp | 71.8%+21.1pp | 70.2%+22.7pp |
| Annual return | -2.55% | 14.58%-17.1pp | 12.99%-15.5pp | 5.13%-7.7pp |
| Employer contribution / active EE | $8,153 | $1,739+368.7% | $2,338+248.7% | $1,974+313.1% |
| Participant deferral / active EE | $2,780 | $2,486+11.8% | $2,931-5.1% | $3,061-9.2% |
| Admin fee / account holder | $176 | $89+97.6% | $4,381-96.0% | $95+86.5% |