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 | $72,328 |
BMO HARRIS BANK NA2 years 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 | $108,021 | $69,305+55.9% | $82,312+31.2% | $69,631+55.1% |
| Participation rate | 96.1% | 80.3%+15.8pp | 76.9%+19.2pp | 70.7%+25.4pp |
| Annual return | 17.82% | 21.47%-3.6pp | 25.88%-8.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $3,337 | $1,887+76.9% | $2,428+37.4% | $2,032+64.2% |
| Participant deferral / active EE | $4,856 | $3,568+36.1% | $3,706+31.0% | $3,224+50.7% |
| Admin fee / account holder | $231 | $97+137.8% | $5,608-95.9% | $110+109.2% |