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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $87,514 |
JEFFREY W. KROL & ASSOCIATES3+ years Service code 10 · EIN 36-3094368 | Accounting | $25,679 |
FGMK, LLC3+ years Service code 10 · EIN 36-2929601 | Accounting | $17,492 |
THOMAS PARAVOLA3+ years Filed as: THOMAS J. PARAVOLA Service code 29 · EIN 36-0522075 | Legal | $17,123 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,198 | $81,537-91.2% | $149,721-95.2% | $69,631-89.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 15.09% | 22.79%-7.7pp | 1501.67%-1486.6pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $1,532 | $3,239-52.7% | $5,444-71.9% | $2,032-24.6% |
| Participant deferral / active EE | $184 | $4,994-96.3% | $6,568-97.2% | $3,224-94.3% |
| Admin fee / account holder | $189 | $107+77.3% | $11,282-98.3% | $110+71.6% |