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| Provider | Service type | Compensation |
|---|---|---|
LANE & WATERMAN7+ years Service code 29 · EIN 42-0642243 | Legal | $34,520 |
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $16,866 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $12,625 |
LEE CPA AUDIT GROUP1 year Filed as: RJ LEE & ASSOCIATES, LLP Service code 13 1700 52ND AVENUE, SUITE B · MOLINE, IL 612656378 | Contract Administrator | $6,500 |
INVESTMENT CONSULTING GROUP7+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,928 | $78,670+27.0% | $109,173-8.5% | $85,847+16.4% |
| Participation rate | 93.7% | 68.3%+25.4pp | 75.9%+17.8pp | 69.3%+24.4pp |
| Annual return | 18.12% | 25.09%-7.0pp | 25.75%-7.6pp | 318.61%-300.5pp |
| Employer contribution / active EE | $5,354 | $2,734+95.9% | $3,723+43.8% | $2,565+108.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $650 | $5,469-88.1% | $6,755-90.4% | $6,261-89.6% |