Filed April 12, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $35,619 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,651 | $71,192-7.8% | $117,854-44.3% | $62,292+5.4% |
| Participation rate | 94.9% | 74.2%+20.7pp | 79.7%+15.2pp | 69.5%+25.4pp |
| Annual return | 15.37% | 18.66%-3.3pp | 335.08%-319.7pp | 28.90%-13.5pp |
| Employer contribution / active EE | $886 | $1,934-54.2% | $3,786-76.6% | $2,042-56.6% |
| Participant deferral / active EE | $2,517 | $3,189-21.1% | $4,482-43.8% | $3,169-20.6% |
| Admin fee / account holder | $177 | $587-69.8% | $8,020-97.8% | $479-63.0% |