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 | $273,927 |
WIPFLI LLP3+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $14,224 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $60,577 | $33,780+79.3% | $74,551-18.7% | $75,289-19.5% |
| Participation rate | 72.7% | 62.7%+10.0pp | 69.1%+3.5pp | 72.4%+0.2pp |
| Annual return | 8.34% | -1.24%+9.6pp | 32.53%-24.2pp | -0.04%+8.4pp |
| Employer contribution / active EE | $1,945 | $845+130.2% | $1,961-0.8% | $2,405-19.1% |
| Participant deferral / active EE | $1,116 | $1,890-41.0% | $3,108-64.1% | $3,739-70.2% |
| Admin fee / account holder | $123 | $86+42.5% | $5,059-97.6% | $102+20.2% |