Filed July 11, 2019 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $67,429 |
BMO HARRIS BANK NA4 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 | $88,047 | $73,404+19.9% | $87,103+1.1% | $67,582+30.3% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.9%+20.1pp | 71.3%+25.7pp |
| Annual return | 22.20% | 48.29%-26.1pp | 28.19%-6.0pp | 378.57%-356.4pp |
| Employer contribution / active EE | $2,930 | $2,014+45.5% | $2,521+16.2% | $2,148+36.4% |
| Participant deferral / active EE | $4,778 | $3,913+22.1% | $4,049+18.0% | $3,539+35.0% |
| Admin fee / account holder | $183 | $142+29.1% | $7,491-97.6% | $142+28.4% |