Filed April 12, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $10,466 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $3,562 |
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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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 | $51,099 | $57,108-10.5% | $94,229-45.8% | $52,331-2.4% |
| Participation rate | 95.9% | 72.9%+23.0pp | 78.8%+17.1pp | 68.1%+27.8pp |
| Annual return | -0.30% | 1.47%-1.8pp | 10.68%-11.0pp | 4.54%-4.8pp |
| Employer contribution / active EE | $776 | $1,735-55.3% | $3,587-78.4% | $1,882-58.7% |
| Participant deferral / active EE | $2,195 | $3,040-27.8% | $4,320-49.2% | $3,022-27.4% |
| Admin fee / account holder | $68 | $546-87.6% | $6,269-98.9% | $592-88.5% |