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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $14,865 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $3,186 |
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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,024 | $39,245+81.0% | $64,105+10.8% | $52,331+35.7% |
| Participation rate | 63.4% | 58.2%+5.2pp | 68.2%-4.7pp | 68.1%-4.7pp |
| Annual return | 0.20% | 14.79%-14.6pp | 791.24%-791.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $768 | $736+4.3% | $1,820-57.8% | $1,882-59.2% |
| Participant deferral / active EE | $2,845 | $1,992+42.8% | $2,822+0.8% | $3,022-5.9% |
| Admin fee / account holder | $128 | $592-78.4% | $4,499-97.2% | $592-78.4% |