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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $62,540 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $386,704 | $75,183+414.3% | $123,894+212.1% | $55,167+601.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 9.70% | 19.01%-9.3pp | 47.52%-37.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $23,919 | $2,823+747.2% | $4,617+418.1% | $1,963+1118.8% |
| Participant deferral / active EE | $4,457 | $5,084-12.3% | $5,984-25.5% | $3,054+45.9% |
| Admin fee / account holder | $381 | $663-42.4% | $8,357-95.4% | $504-24.3% |