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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $132,125 |
NFP RETIREMENT INC2 years Filed as: NFP CORPORATE SERVICES Service code 17 · EIN 41-1505971 | Pension Consulting | $27,685 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $71,009 | $69,305+2.5% | $82,312-13.7% | $69,634+2.0% |
| Participation rate | 99.5% | 80.3%+19.3pp | 76.9%+22.6pp | 70.7%+28.8pp |
| Annual return | 19.56% | 21.47%-1.9pp | 25.88%-6.3pp | 27572.26%-27552.7pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,054 | $3,568+13.6% | $3,706+9.4% | $3,224+25.8% |
| Admin fee / account holder | $198 | $97+103.5% | $5,608-96.5% | $110+79.1% |