Filed January 4, 2022
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $53,490 |
SWANSON INVESTMENTS, LLC5+ years Service code 28 115 EAST MAIN STREET · DURHAM, NC 27701 | Investment Management | $51,688 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $11,700 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,063 | $63,114+411.9% | $92,893+247.8% | $65,185+395.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 18.36% | 28.75%-10.4pp | 109.41%-91.1pp | 29.38%-11.0pp |
| Employer contribution / active EE | $12,289 | $2,571+378.1% | $3,653+236.4% | $2,177+464.6% |
| Participant deferral / active EE | $11,196 | $3,108+260.2% | $4,236+164.3% | $3,514+218.6% |
| Admin fee / account holder | $744 | $624+19.4% | $5,794-87.2% | $847-12.1% |