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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $65,970 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $59,915 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,030 | $68,413-3.5% | $123,105-46.4% | $55,191+19.6% |
| Participation rate | 96.3% | 84.5%+11.8pp | 86.8%+9.5pp | 69.2%+27.2pp |
| Annual return | -0.88% | 6.30%-7.2pp | 13.22%-14.1pp | 10.78%-11.7pp |
| Employer contribution / active EE | $2,103 | $3,050-31.0% | $5,151-59.2% | $1,899+10.8% |
| Participant deferral / active EE | $5,882 | $4,490+31.0% | $6,229-5.6% | $3,046+93.1% |
| Admin fee / account holder | $200 | $88+127.9% | $9,014-97.8% | $91+120.5% |