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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $7,099 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,776 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $51,982 | $54,320-4.3% | $67,652-23.2% | $52,331-0.7% |
| Participation rate | 98.0% | 73.6%+24.4pp | 75.7%+22.3pp | 68.1%+29.9pp |
| Annual return | 1.17% | 6.81%-5.6pp | 6625.04%-6623.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,160 | $1,544-24.9% | $2,266-48.8% | $1,882-38.4% |
| Participant deferral / active EE | $3,029 | $2,950+2.7% | $3,560-14.9% | $3,022+0.2% |
| Admin fee / account holder | $34 | $527-93.5% | $4,821-99.3% | $592-94.2% |