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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 50 · EIN 46-5378846 | Direct Payment | $16,817 |
GBQ CONSULTING10+ years Filed as: GBQ GOELZER VALUATION SERVICES Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.); Direct ... | $13,200 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $6,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,121 | $88,203-67.0% | $165,100-82.4% | $74,478-60.9% |
| Participation rate | 94.3% | 73.1%+21.2pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | -0.24% | 17.13%-17.4pp | 70.21%-70.4pp | 1370.56%-1370.8pp |
| Employer contribution / active EE | $1,641 | $2,601-36.9% | $4,348-62.3% | $2,626-37.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $344 | $2,235-84.6% | $12,696-97.3% | $1,946-82.3% |