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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $135,824 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT INC. Service code 17 340 MADISON AVENUE · NEW YORK, NY 10173 | Pension Consulting | $94,768 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $47,491 |
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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Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,695 | $31,810-0.4% | $64,101-50.6% | $59,188-46.5% |
| Participation rate | 94.7% | 57.7%+37.0pp | 68.2%+26.6pp | 69.4%+25.3pp |
| Annual return | 1.36% | 9.41%-8.1pp | 791.27%-789.9pp | 5.51%-4.2pp |
| Employer contribution / active EE | $851 | $659+29.1% | $1,820-53.2% | $2,098-59.4% |
| Participant deferral / active EE | $3,147 | $1,582+98.9% | $2,822+11.5% | $3,265-3.6% |
| Admin fee / account holder | $105 | $57+83.8% | $4,499-97.7% | $92+13.4% |