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 | $29,265 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA4+ 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 | $50,824 | $80,005-36.5% | $140,019-63.7% | $55,725-8.8% |
| Participation rate | 99.7% | 87.0%+12.7pp | 87.5%+12.2pp | 70.9%+28.8pp |
| Annual return | -8.24% | 0.46%-8.7pp | 651.17%-659.4pp | 244.93%-253.2pp |
| Employer contribution / active EE | $4,599 | $3,403+35.2% | $5,605-18.0% | $2,078+121.3% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $81 | $116-30.1% | $10,705-99.2% | $115-29.8% |