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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $70,921 |
Filed as: NORTHWESTERN MUTUAL LIFE INSURANCE Service code 27 · EIN 39-0509570 | Advisory (Plan) | $26,278 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,568 | $64,909+61.1% | $82,312+27.0% | $62,293+67.9% |
| Participation rate | 95.4% | 74.9%+20.5pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 16.00% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,322 | $1,676-21.1% | $2,428-45.6% | $2,042-35.3% |
| Participant deferral / active EE | $4,383 | $3,103+41.2% | $3,706+18.3% | $3,169+38.3% |
| Admin fee / account holder | $496 | $440+12.8% | $5,608-91.2% | $479+3.5% |