Filed March 23, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $154,464 |
SCHENCK SC2+ years Service code 10 · EIN 39-1173131 | Accounting | $8,900 |
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).
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 | $71,459 | $107,378-33.5% | $108,582-34.2% | $57,658+23.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 10.73% | 12.80%-2.1pp | -51.70%+62.4pp | 5.13%+5.6pp |
| Employer contribution / active EE | $1,973 | $1,782+10.8% | $3,758-47.5% | $1,9740% |
| Participant deferral / active EE | $4,668 | $3,221+45.0% | $4,311+8.3% | $3,061+52.5% |
| Admin fee / account holder | $200 | $108+84.0% | $7,645-97.4% | $95+111.2% |