Filed April 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $120,371 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 21 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Bank Trustee | $22,500 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,858 | $31,370-36.7% | $74,577-73.4% | $63,975-69.0% |
| Participation rate | 96.5% | 42.6%+53.9pp | 68.1%+28.4pp | 71.1%+25.4pp |
| Annual return | 7.39% | -105.16%+112.6pp | 20.47%-13.1pp | 48.65%-41.3pp |
| Employer contribution / active EE | $1,129 | $822+37.3% | $2,525-55.3% | $2,182-48.3% |
| Participant deferral / active EE | $2,180 | $1,560+39.8% | $3,458-36.9% | $3,356-35.0% |
| Admin fee / account holder | $77 | $77-0.3% | $4,138-98.2% | $70+8.7% |