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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $28,672 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $111,549 | $99,032+12.6% | $80,022+39.4% | $135,380-17.6% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -3.62% | 15.39%-19.0pp | 11.22%-14.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $7,955 | $3,043+161.4% | $2,468+222.3% | $4,779+66.5% |
| Participant deferral / active EE | $19,822 | $4,282+362.9% | $3,686+437.8% | $5,609+253.4% |
| Admin fee / account holder | $512 | $10,436-95.1% | $6,521-92.1% | $10,828-95.3% |