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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $71,384 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,392 |
NYEMASTER GOOD P.C.1 year Filed as: NYEMASTER GOODE P.C. Service code 29 · EIN 42-1154516 | Legal | $7,752 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $80,649 | $155,795-48.2% | $136,298-40.8% | $69,631+15.8% |
| Participation rate | 74.3% | 75.2%-1.0pp | 81.9%-7.7pp | 70.7%+3.6pp |
| Annual return | 17.77% | 232464.33%-232446.6pp | 5156.27%-5138.5pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,541 | $5,394-15.8% | $6,247-27.3% | $3,224+40.9% |
| Admin fee / account holder | $139 | $128+8.0% | $9,244-98.5% | $110+25.5% |