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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $4,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 38 · EIN 46-5378846 | Participant Communication | $1,129 |
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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,624 | $48,277-71.8% | $63,244-78.5% | $55,191-75.3% |
| Participation rate | 62.0% | 69.4%-7.4pp | 71.0%-9.0pp | 69.2%-7.1pp |
| Annual return | -0.74% | 2.37%-3.1pp | -70.31%+69.6pp | 10.78%-11.5pp |
| Employer contribution / active EE | $114 | $1,592-92.8% | $2,322-95.1% | $1,899-94.0% |
| Participant deferral / active EE | $921 | $2,432-62.1% | $2,953-68.8% | $3,046-69.8% |
| Admin fee / account holder | $26 | $86-70.2% | $5,893-99.6% | $91-71.7% |