Filed August 28, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $49,035 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,843 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $11,607 |
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 | $69,767 | $72,770-4.1% | $67,652+3.1% | $55,191+26.4% |
| Participation rate | 95.8% | 78.8%+17.0pp | 75.7%+20.2pp | 69.2%+26.7pp |
| Annual return | 1.12% | -3.26%+4.4pp | 6625.40%-6624.3pp | 10.78%-9.7pp |
| Employer contribution / active EE | $987 | $1,769-44.2% | $2,266-56.4% | $1,899-48.0% |
| Participant deferral / active EE | $3,692 | $3,408+8.3% | $3,560+3.7% | $3,046+21.2% |
| Admin fee / account holder | $177 | $79+124.6% | $4,821-96.3% | $91+95.0% |