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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $57,375 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $329,470 | $63,346+420.1% | $92,240+257.2% | $70,126+369.8% |
| Participation rate | 98.8% | 68.7%+30.2pp | 76.5%+22.4pp | 69.5%+29.3pp |
| Annual return | 21.07% | 530.19%-509.1pp | 176.29%-155.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $7,605 | $2,471+207.7% | $3,680+106.7% | $2,343+224.6% |
| Participant deferral / active EE | $4,812 | $2,854+68.6% | $3,897+23.5% | $3,332+44.4% |
| Admin fee / account holder | $541 | $3,841-85.9% | $5,194-89.6% | $4,645-88.3% |