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 | $138,054 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 21 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Bank Trustee | $30,000 |
BMO HARRIS BANK NA3+ 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 | $23,447 | $43,717-46.4% | $81,473-71.2% | $77,958-69.9% |
| Participation rate | 97.3% | 42.5%+54.7pp | 68.0%+29.3pp | 71.6%+25.6pp |
| Annual return | 17.15% | 23.83%-6.7pp | 38.78%-21.6pp | 20.87%-3.7pp |
| Employer contribution / active EE | $1,227 | $919+33.5% | $2,568-52.2% | $2,310-46.9% |
| Participant deferral / active EE | $2,332 | $1,783+30.8% | $3,537-34.1% | $3,537-34.1% |
| Admin fee / account holder | $84 | $108-22.5% | $4,561-98.2% | $97-14.1% |