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 | $425,971 |
BMO HARRIS BANK NA3+ 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 | $32,465 | $37,245-12.8% | $94,993-65.8% | $77,958-58.4% |
| Participation rate | 91.6% | 56.5%+35.2pp | 73.9%+17.8pp | 71.6%+20.0pp |
| Annual return | 15.99% | 22.72%-6.7pp | 27.14%-11.2pp | 20.87%-4.9pp |
| Employer contribution / active EE | $563 | $894-37.1% | $2,603-78.4% | $2,310-75.7% |
| Participant deferral / active EE | $1,163 | $1,828-36.4% | $3,317-64.9% | $3,537-67.1% |
| Admin fee / account holder | $89 | $59+51.1% | $4,960-98.2% | $97-8.3% |