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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $14,008 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $9,653 |
Service code 10 7500 OLSON MEMEORIAL HWY, STE 200 · GOLDEN VALLEY, MN 55427 | Accounting | $9,400 |
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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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,796 | $53,412+13.8% | $68,509-11.3% | $52,331+16.2% |
| Participation rate | 99.3% | 71.7%+27.6pp | 74.7%+24.6pp | 68.1%+31.2pp |
| Annual return | -1.68% | 3.42%-5.1pp | 8.27%-10.0pp | 4.54%-6.2pp |
| Employer contribution / active EE | $898 | $1,607-44.2% | $2,278-60.6% | $1,882-52.3% |
| Participant deferral / active EE | $2,485 | $2,688-7.5% | $3,382-26.5% | $3,022-17.8% |
| Admin fee / account holder | $186 | $461-59.7% | $5,275-96.5% | $592-68.6% |