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 | $65,448 |
BMO HARRIS BANK NA5 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,448 | $79,519+7.5% | $95,964-11.0% | $73,412+16.4% |
| Participation rate | 97.5% | 81.2%+16.3pp | 77.1%+20.4pp | 72.2%+25.3pp |
| Annual return | 17.33% | 19.20%-1.9pp | 91.64%-74.3pp | 59.30%-42.0pp |
| Employer contribution / active EE | $1,843 | $2,048-10.0% | $2,541-27.5% | $2,234-17.5% |
| Participant deferral / active EE | $5,117 | $4,138+23.7% | $4,167+22.8% | $3,806+34.5% |
| Admin fee / account holder | $175 | $184-4.8% | $6,797-97.4% | $158+11.1% |