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| Provider | Service type | Compensation |
|---|---|---|
GBQ CONSULTING9+ years Filed as: GBQ GOELZER VALUATION SERVICES Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $12,200 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 64 · EIN 46-5378846 | Recordkeeping Fees | $9,410 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $7,980 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,315 | $91,537-66.9% | $130,045-76.7% | $75,173-59.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 4.93% | -631.55%+636.5pp | -137.30%+142.2pp | 160.72%-155.8pp |
| Employer contribution / active EE | $4,429 | $2,845+55.7% | $4,321+2.5% | $2,671+65.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $307 | $6,780-95.5% | $10,600-97.1% | $5,651-94.6% |