Filed March 11, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $56,420 |
ANNEX WEALTH MANAGEMENT LLC4 years Filed as: ANNEX WEALTH MANAGEMENT Service code 27 · EIN 68-0524298 | Advisory (Plan) | $49,580 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,783 | $99,957+45.8% | $149,745-2.6% | $73,497+98.4% |
| Participation rate | 93.0% | 75.7%+17.3pp | 82.5%+10.5pp | 70.7%+22.3pp |
| Annual return | 14.48% | 53.87%-39.4pp | 276.72%-262.2pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,295 | $3,191-59.4% | $4,646-72.1% | $2,270-43.0% |
| Participant deferral / active EE | $8,751 | $6,073+44.1% | $6,843+27.9% | $3,740+134.0% |
| Admin fee / account holder | $431 | $551-21.8% | $9,312-95.4% | $513-16.0% |