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 | $41,093 |
BMO HARRIS BANK NA5 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,607 | $81,474-2.3% | $133,956-40.6% | $73,488+8.3% |
| Participation rate | 95.9% | 76.4%+19.5pp | 79.8%+16.0pp | 70.7%+25.2pp |
| Annual return | 21.98% | 19.40%+2.6pp | 45.09%-23.1pp | 28.51%-6.5pp |
| Employer contribution / active EE | $1,015 | $2,209-54.1% | $3,919-74.1% | $2,270-55.3% |
| Participant deferral / active EE | $3,694 | $3,786-2.4% | $5,048-26.8% | $3,740-1.2% |
| Admin fee / account holder | $183 | $713-74.3% | $8,927-97.9% | $513-64.2% |