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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $41,709 |
HAYS COMPANIES9+ years Service code 28 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $30,000 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $6,300 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,280 | $71,523+40.2% | $98,461+1.8% | $71,511+40.2% |
| Participation rate | 54.4% | 72.7%-18.3pp | 75.2%-20.8pp | 67.9%-13.5pp |
| Annual return | 14.54% | 32.43%-17.9pp | 21.17%-6.6pp | 28.86%-14.3pp |
| Employer contribution / active EE | $799 | $2,399-66.7% | $3,049-73.8% | $2,589-69.2% |
| Participant deferral / active EE | $2,214 | $4,109-46.1% | $4,738-53.3% | $4,291-48.4% |
| Admin fee / account holder | $546 | $1,676-67.4% | $8,961-93.9% | $1,588-65.7% |