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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,583 | $66,319+137.6% | $93,621+68.3% | $65,186+141.7% |
| Participation rate | 88.3% | 74.0%+14.3pp | 75.8%+12.5pp | 70.2%+18.1pp |
| Annual return | 0.22% | 42.59%-42.4pp | 32.76%-32.5pp | 29.39%-29.2pp |
| Employer contribution / active EE | $9,319 | $2,013+363.0% | $2,719+242.8% | $2,177+328.1% |
| Participant deferral / active EE | $1,121 | $3,343-66.5% | $4,070-72.5% | $3,514-68.1% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |