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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $185,526 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $70,000 |
Filed as: VERITY INVESTMENT PARTNERS Service code 26 · EIN 02-0559413 | Advisory (Participants) | $24,301 |
EISNERAMPER LLP3 years Service code 10 · EIN 13-1639826 | Accounting | $17,767 |
COHO PARTNERS, LTD.1 year Filed as: COHO PARTNERS LTD. Service code 28 801 CASSATT ROAD · BERWYN, PA 19312 | Investment Management | $11,643 |
MCADAM LLC1 year Service code 28 1880 JFK BLVD · PHILADELPHIA, PA 19103 | Investment Management | $10,720 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $285,567 | $88,122+224.1% | $141,200+102.2% | $67,584+322.5% |
| Participation rate | 99.0% | 76.5%+22.6pp | 82.5%+16.6pp | 71.3%+27.8pp |
| Annual return | 21.22% | 75.40%-54.2pp | 71.41%-50.2pp | 378.59%-357.4pp |
| Employer contribution / active EE | $10,637 | $3,224+229.9% | $4,736+124.6% | $2,148+395.2% |
| Participant deferral / active EE | $9,432 | $5,958+58.3% | $6,710+40.6% | $3,540+166.5% |
| Admin fee / account holder | $280 | $131+114.1% | $10,265-97.3% | $142+96.9% |