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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $30,610 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $9,705 |
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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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,879 | $41,854-31.0% | $73,845-60.9% | $52,331-44.8% |
| Participation rate | 96.3% | 66.2%+30.1pp | 73.4%+22.9pp | 68.1%+28.2pp |
| Annual return | -0.27% | 2.11%-2.4pp | 2267.91%-2268.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $882 | $1,920-54.1% | $2,788-68.4% | $1,882-53.2% |
| Participant deferral / active EE | $2,598 | $2,498+4.0% | $3,583-27.5% | $3,022-14.0% |
| Admin fee / account holder | $123 | $493-75.0% | $4,881-97.5% | $592-79.2% |