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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $54,090 |
FGMK, LLC6+ years Service code 10 · EIN 36-2929601 | Accounting | $19,409 |
JEFFREY W. KROL & ASSOCIATES6+ years Service code 10 · EIN 36-3094368 | Accounting | $12,040 |
THOMAS PARAVOLA6+ years Filed as: THOMAS J. PARAVOLA Service code 29 · EIN 36-0522075 | Legal | $11,620 |
DANIEL AND HENRY CO2 years Filed as: THE DANIEL AND HENRY CO Service code 23 150 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Insurance services; Direct payment fr... | $7,596 |
ADVENTUS US REALTY 12 LP1 year Filed as: ADVENTUS US REALTY 4 LP Service code 49 75 REMITTANCE DR. STE 3234 · CHICAGO, IL 60675 | Other Services | $6,461 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,333 | $111,608-96.1% | $177,848-97.6% | $73,412-94.1% |
| Participation rate | 31.4% | 87.9%-56.4pp | 87.7%-56.3pp | 72.2%-40.7pp |
| Annual return | -7.09% | 18.23%-25.3pp | 48.33%-55.4pp | 59.30%-66.4pp |
| Employer contribution / active EE | $340 | $3,796-91.0% | $5,919-94.3% | $2,234-84.8% |
| Participant deferral / active EE | $39 | $6,199-99.4% | $7,714-99.5% | $3,806-99.0% |
| Admin fee / account holder | $333 | $166+101.3% | $12,431-97.3% | $158+111.1% |