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 | $2,635 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $531 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,494 | $57,921+49.3% | $84,753+2.1% | $57,658+50.0% |
| Participation rate | 72.4% | 72.9%-0.5pp | 76.6%-4.2pp | 70.2%+2.2pp |
| Annual return | -2.69% | 10.24%-12.9pp | 22.78%-25.5pp | 5.13%-7.8pp |
| Employer contribution / active EE | $772 | $2,598-70.3% | $3,574-78.4% | $1,974-60.9% |
| Participant deferral / active EE | $2,557 | $2,742-6.8% | $3,712-31.1% | $3,061-16.5% |
| Admin fee / account holder | $13 | $130-89.8% | $5,333-99.8% | $95-86.0% |