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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $83,000 |
BMO HARRIS BANK NA4+ 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 | $132,044 | $62,928+109.8% | $172,739-23.6% | $67,579+95.4% |
| Participation rate | 87.3% | 64.5%+22.8pp | 82.6%+4.7pp | 71.3%+16.0pp |
| Annual return | 8.32% | 30.36%-22.0pp | 802.84%-794.5pp | 378.56%-370.2pp |
| Employer contribution / active EE | $3,539 | $1,636+116.3% | $5,143-31.2% | $2,148+64.8% |
| Participant deferral / active EE | $3,922 | $2,145+82.9% | $5,198-24.5% | $3,539+10.8% |
| Admin fee / account holder | $186 | $167+11.7% | $13,954-98.7% | $142+30.8% |