Filed December 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $285,273 |
WIPFLI LLP2+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $15,000 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,677 | $38,833+51.1% | $78,778-25.5% | $77,958-24.7% |
| Participation rate | 81.5% | 60.9%+20.6pp | 69.2%+12.3pp | 71.6%+9.8pp |
| Annual return | 8.39% | 20.31%-11.9pp | 35.62%-27.2pp | 20.87%-12.5pp |
| Employer contribution / active EE | $1,913 | $840+127.8% | $1,986-3.7% | $2,310-17.2% |
| Participant deferral / active EE | $1,189 | $1,776-33.1% | $2,958-59.8% | $3,537-66.4% |
| Admin fee / account holder | $128 | $89+43.6% | $5,134-97.5% | $97+31.3% |