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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $22,427 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $11,960 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $11,047 |
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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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,105 | $34,492-35.9% | $80,004-72.4% | $55,191-59.9% |
| Participation rate | 84.0% | 62.9%+21.2pp | 73.0%+11.0pp | 69.2%+14.9pp |
| Annual return | -1.34% | 3.50%-4.8pp | 7.63%-9.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,072 | $1,043+2.8% | $2,473-56.6% | $1,899-43.5% |
| Participant deferral / active EE | $2,045 | $2,104-2.8% | $3,204-36.2% | $3,046-32.9% |
| Admin fee / account holder | $113 | $69+63.0% | $5,033-97.8% | $91+24.5% |