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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $41,349 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,034 | $56,640+78.4% | $78,002+29.5% | $55,167+83.1% |
| Participation rate | 89.6% | 73.3%+16.2pp | 75.5%+14.0pp | 69.0%+20.6pp |
| Annual return | 3.95% | 2868.48%-2864.5pp | 425.99%-422.0pp | 169.23%-165.3pp |
| Employer contribution / active EE | $1,096 | $1,724-36.4% | $2,470-55.6% | $1,963-44.1% |
| Participant deferral / active EE | $3,897 | $2,778+40.3% | $3,497+11.4% | $3,054+27.6% |
| Admin fee / account holder | $311 | $467-33.4% | $5,481-94.3% | $504-38.3% |