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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $56,686 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 27 1 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $40,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $13,200 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,801 | $104,479+181.2% | $159,474+84.2% | $79,391+270.1% |
| Participation rate | 98.1% | 76.6%+21.5pp | 82.8%+15.3pp | 70.7%+27.4pp |
| Annual return | 12.12% | 67.98%-55.9pp | 263.68%-251.6pp | 116.88%-104.8pp |
| Employer contribution / active EE | $9,886 | $3,417+189.3% | $4,831+104.6% | $2,428+307.2% |
| Participant deferral / active EE | $13,930 | $6,468+115.4% | $7,353+89.4% | $4,046+244.3% |
| Admin fee / account holder | $497 | $711-30.1% | $10,802-95.4% | $627-20.6% |