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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $44,443 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $31,989 | $46,100-30.6% | $86,581-63.1% | $69,631-54.1% |
| Participation rate | 96.7% | 67.2%+29.6pp | 73.5%+23.2pp | 70.7%+26.0pp |
| Annual return | 16.66% | 21.02%-4.4pp | 965.06%-948.4pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $935 | $1,850-49.5% | $2,840-67.1% | $2,032-54.0% |
| Participant deferral / active EE | $3,011 | $2,432+23.8% | $3,609-16.6% | $3,224-6.6% |
| Admin fee / account holder | $124 | $94+32.7% | $4,904-97.5% | $110+12.7% |