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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $10,923 |
TUSHAUS & ASSOCIATES, LLC1+ years Service code 10 · EIN 46-1588286 | Accounting | $9,985 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,399 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,539 | $39,245+133.2% | $64,105+42.8% | $52,331+74.9% |
| Participation rate | 86.2% | 58.2%+28.0pp | 68.2%+18.0pp | 68.1%+18.1pp |
| Annual return | -0.44% | 14.79%-15.2pp | 791.24%-791.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $905 | $736+23.0% | $1,820-50.3% | $1,882-51.9% |
| Participant deferral / active EE | $2,961 | $1,992+48.7% | $2,822+4.9% | $3,022-2.0% |
| Admin fee / account holder | $201 | $592-66.1% | $4,499-95.5% | $592-66.0% |