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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $4,439 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $817 |
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 | $44,296 | $54,320-18.5% | $67,652-34.5% | $52,331-15.4% |
| Participation rate | 92.7% | 73.6%+19.1pp | 75.7%+17.0pp | 68.1%+24.6pp |
| Annual return | -0.33% | 6.81%-7.1pp | 6625.40%-6625.7pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,053 | $1,544-31.8% | $2,266-53.5% | $1,882-44.1% |
| Participant deferral / active EE | $1,929 | $2,950-34.6% | $3,560-45.8% | $3,022-36.2% |
| Admin fee / account holder | $32 | $527-93.9% | $4,821-99.3% | $592-94.5% |