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 | $55,998 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $12,800 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,162 | $69,362+456.7% | $101,248+281.4% | $73,488+425.5% |
| Participation rate | 94.8% | 68.4%+26.4pp | 75.8%+19.0pp | 70.7%+24.1pp |
| Annual return | 17.25% | 18.46%-1.2pp | 46.47%-29.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $12,916 | $2,628+391.4% | $3,660+253.0% | $2,270+469.0% |
| Participant deferral / active EE | $12,044 | $3,300+265.0% | $4,370+175.6% | $3,740+222.1% |
| Admin fee / account holder | $438 | $704-37.7% | $5,945-92.6% | $513-14.6% |