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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $54,730 |
Service code 27 · EIN 26-4310632 | Advisory (Plan) | $40,525 |
WIPFLI LLP5 years Service code 10 · EIN 39-0758449 | Accounting | $17,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $460,346 | $93,617+391.7% | $135,982+238.5% | $75,177+512.3% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+1.9pp | 67.2%+16.7pp |
| Annual return | 16.88% | 30.89%-14.0pp | 68.32%-51.4pp | 160.75%-143.9pp |
| Employer contribution / active EE | $9,336 | $3,538+163.8% | $4,859+92.1% | $2,671+249.5% |
| Participant deferral / active EE | $9,204 | $6,406+43.7% | $7,760+18.6% | $4,126+123.1% |
| Admin fee / account holder | $772 | $6,980-88.9% | $10,767-92.8% | $5,651-86.3% |