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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $45,940 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,283 |
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 | $190,927 | $70,667+170.2% | $123,105+55.1% | $52,331+264.8% |
| Participation rate | 98.2% | 83.7%+14.4pp | 86.8%+11.4pp | 68.1%+30.1pp |
| Annual return | -0.34% | 6.23%-6.6pp | 13.22%-13.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $8,889 | $2,946+201.7% | $5,151+72.6% | $1,882+372.4% |
| Participant deferral / active EE | $8,307 | $4,493+84.9% | $6,229+33.3% | $3,022+174.9% |
| Admin fee / account holder | $237 | $506-53.1% | $9,014-97.4% | $592-59.9% |