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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $43,520 |
MCF ADVISORS LLC2 years Filed as: MCF ADVISORS, LLC Service code 16 333 WEST VINE STREET · LEXINGTON, KY 40507 | Consulting | $6,755 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,468 | $78,419-26.7% | $133,978-57.1% | $73,412-21.7% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.1pp | 72.2%+26.8pp |
| Annual return | 15.29% | 33.35%-18.1pp | 45.10%-29.8pp | 59.30%-44.0pp |
| Employer contribution / active EE | $1,931 | $2,044-5.5% | $3,919-50.7% | $2,234-13.5% |
| Participant deferral / active EE | $3,931 | $3,925+0.1% | $5,047-22.1% | $3,806+3.3% |
| Admin fee / account holder | $150 | $161-7.3% | $8,930-98.3% | $158-5.2% |