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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $16,710 |
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,717 |
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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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 | $36,557 | $48,277-24.3% | $63,244-42.2% | $55,191-33.8% |
| Participation rate | 88.6% | 69.4%+19.2pp | 71.0%+17.6pp | 69.2%+19.5pp |
| Annual return | -1.03% | 2.37%-3.4pp | -70.31%+69.3pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,020 | $1,592-35.9% | $2,322-56.1% | $1,899-46.3% |
| Participant deferral / active EE | $2,395 | $2,432-1.5% | $2,953-18.9% | $3,046-21.4% |
| Admin fee / account holder | $62 | $86-28.2% | $5,893-99.0% | $91-32.0% |