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| Provider | Service type | Compensation |
|---|---|---|
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $120,667 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $39,828 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $61,969 | $72,770-14.8% | $67,652-8.4% | $55,191+12.3% |
| Participation rate | 98.9% | 78.8%+20.1pp | 75.7%+23.2pp | 69.2%+29.7pp |
| Annual return | 1.25% | -3.26%+4.5pp | 6625.40%-6624.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,153 | $1,769+21.7% | $2,266-5.0% | $1,899+13.4% |
| Participant deferral / active EE | $3,411 | $3,408+0.1% | $3,560-4.2% | $3,046+12.0% |
| Admin fee / account holder | $165 | $79+109.7% | $4,821-96.6% | $91+82.1% |