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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,350 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,195 | $79,519+13.4% | $95,952-6.0% | $73,409+22.9% |
| Participation rate | 80.4% | 81.2%-0.7pp | 77.1%+3.4pp | 72.2%+8.3pp |
| Annual return | 11.45% | 19.20%-7.7pp | 91.61%-80.2pp | 59.29%-47.8pp |
| Employer contribution / active EE | $2,941 | $2,048+43.6% | $2,541+15.8% | $2,234+31.7% |
| Participant deferral / active EE | $4,804 | $4,138+16.1% | $4,167+15.3% | $3,805+26.2% |
| Admin fee / account holder | $13 | $184-92.7% | $6,795-99.8% | $158-91.5% |