Filed January 13, 2016 (most recent of 2 filings on file)
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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 | $271,416 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $94,899 |
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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Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,679 | $32,913-6.8% | $80,004-61.7% | $59,188-48.2% |
| Participation rate | 96.3% | 56.9%+39.4pp | 73.0%+23.3pp | 69.4%+26.8pp |
| Annual return | -0.73% | 1.16%-1.9pp | 7.63%-8.4pp | 5.51%-6.2pp |
| Employer contribution / active EE | $679 | $789-14.0% | $2,473-72.6% | $2,098-67.7% |
| Participant deferral / active EE | $1,183 | $1,686-29.9% | $3,204-63.1% | $3,265-63.8% |
| Admin fee / account holder | $84 | $40+110.7% | $5,033-98.3% | $92-8.5% |