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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $18,183 |
BMO HARRIS BANK NA5+ 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 | $202,114 | $89,652+125.4% | $141,197+43.1% | $65,186+210.1% |
| Participation rate | 92.5% | 74.7%+17.7pp | 82.5%+10.0pp | 70.2%+22.3pp |
| Annual return | 23.53% | 32.79%-9.3pp | 71.41%-47.9pp | 29.39%-5.9pp |
| Employer contribution / active EE | $7,868 | $3,065+156.7% | $4,736+66.1% | $2,177+261.5% |
| Participant deferral / active EE | $10,026 | $5,691+76.2% | $6,710+49.4% | $3,514+185.3% |
| Admin fee / account holder | $126 | $569-77.8% | $10,265-98.8% | $847-85.1% |