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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $28,181 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | 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 | $44,476 | $59,191-24.9% | $76,767-42.1% | $56,289-21.0% |
| Participation rate | 96.7% | 75.2%+21.5pp | 77.0%+19.8pp | 69.9%+26.9pp |
| Annual return | -3.84% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,112 | $1,759-36.8% | $2,485-55.3% | $2,111-47.3% |
| Participant deferral / active EE | $1,659 | $3,255-49.0% | $3,852-56.9% | $3,350-50.5% |
| Admin fee / account holder | $197 | $489-59.7% | $6,675-97.0% | $521-62.2% |