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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $124,149 |
THOMAS PARAVOLA8+ years Filed as: THOMAS J. PARAVOLA Service code 28 · EIN 36-0522075 | Investment Management | $29,775 |
JEFFREY W. KROL & ASSOCIATES8+ years Service code 28 · EIN 36-3094368 | Investment Management | $22,024 |
FGMK, LLC8+ years Service code 10 · EIN 36-2929601 | Accounting | $9,589 |
ADVENTUS US REALTY 12 LP3 years Filed as: ADVENTUS US REALTY 4 LP Service code 28 75 REMITTANCE DR. STE 3234 · CHICAGO, IL 60675 | Investment Management | $5,824 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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.)
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 | $27,663 | $86,897-68.2% | $151,645-81.8% | $64,824-57.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | 992.75% | -3.57%+996.3pp | 3.34%+989.4pp | 32.84%+959.9pp |
| Employer contribution / active EE | $512 | $4,010-87.2% | $6,165-91.7% | $2,507-79.6% |
| Participant deferral / active EE | $54 | $6,690-99.2% | $8,363-99.4% | $4,311-98.7% |
| Admin fee / account holder | $345 | $153+125.6% | $11,614-97.0% | $188+83.7% |