Filed October 7, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $38,661 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, N.A. 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 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,200 | $63,299+23.5% | $91,001-14.1% | $62,292+25.5% |
| Participation rate | 97.3% | 73.3%+24.0pp | 75.6%+21.7pp | 69.5%+27.7pp |
| Annual return | 19.03% | 20.99%-2.0pp | 4.60%+14.4pp | 28.90%-9.9pp |
| Employer contribution / active EE | $2,284 | $1,807+26.4% | $2,456-7.0% | $2,042+11.8% |
| Participant deferral / active EE | $3,077 | $2,943+4.6% | $3,547-13.3% | $3,169-2.9% |
| Admin fee / account holder | $154 | $468-67.1% | $5,417-97.2% | $479-67.9% |