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 | $107,244 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
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 | $130,586 | $53,925+142.2% | $75,501+73.0% | $69,631+87.5% |
| Participation rate | 94.7% | 71.2%+23.5pp | 72.4%+22.3pp | 70.7%+24.0pp |
| Annual return | 11.63% | 17.84%-6.2pp | 27.35%-15.7pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $1,469 | $1,802-18.5% | $2,352-37.5% | $2,032-27.7% |
| Participant deferral / active EE | $3,422 | $2,569+33.2% | $3,142+8.9% | $3,224+6.1% |
| Admin fee / account holder | $167 | $97+71.5% | $5,801-97.1% | $110+50.8% |