Filed January 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $393,550 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $31,706 | $35,600-10.9% | $87,502-63.8% | $63,975-50.4% |
| Participation rate | 95.6% | 56.1%+39.5pp | 73.8%+21.8pp | 71.1%+24.5pp |
| Annual return | 6.45% | 17.86%-11.4pp | 12.21%-5.8pp | 48.65%-42.2pp |
| Employer contribution / active EE | $1,357 | $854+58.9% | $2,550-46.8% | $2,182-37.8% |
| Participant deferral / active EE | $1,201 | $1,660-27.7% | $3,149-61.9% | $3,356-64.2% |
| Admin fee / account holder | $90 | $51+77.3% | $4,221-97.9% | $70+27.7% |