Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $12,945 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,512 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $69,571 | $54,320+28.1% | $67,652+2.8% | $52,331+32.9% |
| Participation rate | 98.4% | 73.6%+24.8pp | 75.7%+22.7pp | 68.1%+30.2pp |
| Annual return | -0.00% | 6.81%-6.8pp | 6625.40%-6625.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,411 | $1,544+56.2% | $2,266+6.4% | $1,882+28.1% |
| Participant deferral / active EE | $3,430 | $2,950+16.3% | $3,560-3.7% | $3,022+13.5% |
| Admin fee / account holder | $61 | $527-88.4% | $4,821-98.7% | $592-89.7% |