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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $19,414 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085529 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $159,324 | $60,165+164.8% | $74,184+114.8% | $55,167+188.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.07% | 10.00%-3.9pp | 17.74%-11.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $5,364 | $1,600+235.3% | $2,370+126.3% | $1,963+173.3% |
| Participant deferral / active EE | $6,709 | $2,973+125.7% | $3,550+89.0% | $3,054+119.7% |
| Admin fee / account holder | $95 | $419-77.4% | $5,586-98.3% | $504-81.2% |