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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $68,296 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,880 | $46,173+159.6% | $170,442-29.7% | $69,631+72.2% |
| Participation rate | 92.3% | 63.9%+28.4pp | 83.6%+8.7pp | 70.7%+21.6pp |
| Annual return | 12.76% | 21.62%-8.9pp | 205.93%-193.2pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $3,788 | $1,610+135.3% | $5,433-30.3% | $2,032+86.4% |
| Participant deferral / active EE | $4,300 | $2,080+106.7% | $4,939-12.9% | $3,224+33.4% |
| Admin fee / account holder | $172 | $116+48.7% | $13,880-98.8% | $110+56.2% |