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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $7,243 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY N.A. Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,758 | $104,509+55.7% | $159,495+2.0% | $79,395+105.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 6.82% | 67.99%-61.2pp | 263.72%-256.9pp | 116.90%-110.1pp |
| Employer contribution / active EE | $2 | $3,417-99.9% | $4,831-100.0% | $2,428-99.9% |
| Participant deferral / active EE | $19,136 | $6,467+195.9% | $7,354+160.2% | $4,046+373.0% |
| Admin fee / account holder | $39 | $711-94.5% | $10,804-99.6% | $626-93.7% |