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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $25,611 |
Filed as: MESIROW FINANCIAL Service code 27 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $16,663 |
BMO HARRIS BANK NA1 year Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | 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).
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 | $75,618 | $91,418-17.3% | $87,104-13.2% | - |
| Participation rate | 99.0% | 78.6%+20.4pp | 76.9%+22.1pp | - |
| Annual return | 16.25% | 14.06%+2.2pp | 28.19%-11.9pp | - |
| Employer contribution / active EE | $3,858 | $2,156+79.0% | $2,521+53.0% | - |
| Participant deferral / active EE | $4,949 | $3,251+52.3% | $4,048+22.3% | - |
| Admin fee / account holder | $344 | $8,929-96.2% | $7,491-95.4% | - |