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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA Service code 64 · EIN 35-2126602 PO BOX 368 · INDIANAPOLIS, IN 46206 | Recordkeeping Fees | $19,288 |
LEGACY ADMINISTRATION1 year Service code 20 · EIN 35-2001657 8500 KEYSTON CROSSING STE 555 · INDIANAPOLIS, IN 46240 | Trustee (individual) | $18,205 |
BARNES & THORNBURG LLP1 year Filed as: BARNES AND THORNBURG Service code 29 888 S. HARRISON STREET STE 600 · INDIANAPOLIS, IN 46206 | Legal | $2,237 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,609 | $185,342-90.5% | $111,306-84.2% | $86,821-79.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | -47.19% | 500.80%-548.0pp | 54.67%-101.9pp | 97.94%-145.1pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,732-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $120 | $255-53.0% | $7,966-98.5% | $170-29.2% |