Filed July 11, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $64,933 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $97,104 | $63,905+52.0% | $74,184+30.9% | $57,658+68.4% |
| Participation rate | 96.5% | 79.8%+16.8pp | 76.6%+19.9pp | 70.2%+26.3pp |
| Annual return | 10.64% | 60.60%-50.0pp | 17.74%-7.1pp | 5.13%+5.5pp |
| Employer contribution / active EE | $3,151 | $1,840+71.2% | $2,370+32.9% | $1,974+59.6% |
| Participant deferral / active EE | $4,368 | $3,448+26.7% | $3,550+23.1% | $3,061+42.7% |
| Admin fee / account holder | $201 | $91+120.7% | $5,586-96.4% | $95+112.7% |