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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $18,460 |
Filed as: COBIZ INVESTMENT MANAGEMENT Service code 28 1099 18TH ST #3000 · DENVER, CO 80202 | Investment Management | $10,487 |
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).
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 | $172,960 | $73,102+136.6% | $123,553+40.0% | $56,289+207.3% |
| Participation rate | 93.0% | 74.3%+18.7pp | 82.3%+10.7pp | 69.9%+23.1pp |
| Annual return | -3.45% | 3.01%-6.5pp | 119.21%-122.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $4,882 | $2,977+64.0% | $4,628+5.5% | $2,111+131.3% |
| Participant deferral / active EE | $9,744 | $5,423+79.7% | $6,426+51.6% | $3,350+190.9% |
| Admin fee / account holder | $205 | $554-62.9% | $9,284-97.8% | $521-60.6% |