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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $79,710 |
Filed as: NORTHWESTERN MUTUAL LIFE INSURANCE Service code 27 · EIN 39-0509570 | Advisory (Plan) | $30,176 |
BMO HARRIS BANK NA3 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 | $80,363 | $59,186+35.8% | $76,768+4.7% | $56,287+42.8% |
| Participation rate | 95.3% | 75.2%+20.1pp | 77.0%+18.4pp | 69.9%+25.5pp |
| Annual return | -4.82% | 6.62%-11.4pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,112 | $1,759-36.8% | $2,485-55.2% | $2,111-47.3% |
| Participant deferral / active EE | $3,870 | $3,255+18.9% | $3,852+0.5% | $3,350+15.5% |
| Admin fee / account holder | $486 | $489-0.6% | $6,675-92.7% | $521-6.7% |