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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $45,061 |
FROST BANK2+ years Filed as: FROST NATIONAL BANK Service code 21 | Bank Trustee | $28,949 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
FROST BANK1 year Service code 21 · EIN 74-0635455 | Bank Trustee | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,778 | $60,165-5.6% | $74,184-23.5% | $55,167+2.9% |
| Participation rate | 87.2% | 74.2%+13.0pp | 76.6%+10.6pp | 69.0%+18.2pp |
| Annual return | 9.34% | 10.00%-0.7pp | 17.74%-8.4pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,873 | $1,600+17.1% | $2,370-21.0% | $1,963-4.6% |
| Participant deferral / active EE | $2,914 | $2,973-2.0% | $3,550-17.9% | $3,054-4.6% |
| Admin fee / account holder | $195 | $419-53.5% | $5,586-96.5% | $504-61.3% |