Filed October 7, 2016
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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $19,972 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $6,423 |
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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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 | $72,028 | $53,412+34.9% | $68,509+5.1% | $52,331+37.6% |
| Participation rate | 99.4% | 71.7%+27.8pp | 74.7%+24.7pp | 68.1%+31.3pp |
| Annual return | -0.86% | 3.42%-4.3pp | 8.27%-9.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $2,218 | $1,607+38.0% | $2,278-2.6% | $1,882+17.9% |
| Participant deferral / active EE | $3,073 | $2,688+14.3% | $3,382-9.1% | $3,022+1.7% |
| Admin fee / account holder | $131 | $461-71.5% | $5,275-97.5% | $592-77.8% |