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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $149,529 |
NFP RETIREMENT INC4 years Filed as: NFP CORPORATE SERVICES Service code 17 · EIN 41-1505971 | Pension Consulting | $29,371 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA 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 | $74,920 | $73,404+2.1% | $87,102-14.0% | $67,584+10.9% |
| Participation rate | 99.9% | 80.9%+19.0pp | 76.9%+23.0pp | 71.3%+28.6pp |
| Annual return | 29.20% | 48.29%-19.1pp | 28.19%+1.0pp | 378.59%-349.4pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,764 | $3,913+21.8% | $4,048+17.7% | $3,540+34.6% |
| Admin fee / account holder | $188 | $142+32.7% | $7,493-97.5% | $142+32.1% |