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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,152 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $13,581 | $50,106-72.9% | $69,779-80.5% | $57,658-76.4% |
| Participation rate | 61.4% | 70.9%-9.4pp | 71.8%-10.4pp | 70.2%-8.8pp |
| Annual return | 5.84% | 14.58%-8.7pp | 12.99%-7.2pp | 5.13%+0.7pp |
| Employer contribution / active EE | $115 | $1,739-93.4% | $2,338-95.1% | $1,974-94.2% |
| Participant deferral / active EE | $983 | $2,486-60.4% | $2,931-66.4% | $3,061-67.9% |
| Admin fee / account holder | $18 | $89-80.0% | $4,381-99.6% | $95-81.1% |