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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,153 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,884 | $84,936-30.7% | $111,308-47.1% | $79,391-25.8% |
| Participation rate | 94.7% | 75.9%+18.9pp | 77.3%+17.4pp | 70.7%+24.0pp |
| Annual return | 16.51% | 17.45%-0.9pp | 54.67%-38.2pp | 116.88%-100.4pp |
| Employer contribution / active EE | $1,208 | $1,979-39.0% | $2,732-55.8% | $2,428-50.2% |
| Participant deferral / active EE | $2,102 | $3,888-45.9% | $4,487-53.2% | $4,046-48.0% |
| Admin fee / account holder | $184 | $537-65.8% | $7,965-97.7% | $627-70.7% |