Filed July 27, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $36,827 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,471 | $71,802-26.9% | $133,975-60.8% | $57,658-9.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 6.63% | 13.51%-6.9pp | 29.29%-22.7pp | 5.13%+1.5pp |
| Employer contribution / active EE | $4,287 | $3,161+35.6% | $5,211-17.7% | $1,974+117.2% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $124 | $88+41.4% | $9,324-98.7% | $95+31.2% |