Filed June 22, 2016 (most recent of 8 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $15,050 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,016 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,469 | $75,760+28.7% | $123,105-20.8% | $59,188+64.7% |
| Participation rate | 95.8% | 86.0%+9.8pp | 86.8%+9.1pp | 69.4%+26.4pp |
| Annual return | 1.06% | 2.93%-1.9pp | 13.22%-12.2pp | 5.51%-4.5pp |
| Employer contribution / active EE | $8,192 | $3,415+139.9% | $5,151+59.0% | $2,098+290.5% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $7 | $61-88.6% | $9,014-99.9% | $92-92.5% |