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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $20,275 |
Filed as: MESIROW FINANCIAL Service code 27 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $17,684 |
BMO HARRIS BANK NA2 years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,743 | $78,428+8.1% | $95,960-11.7% | $79,852+6.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.35% | 19.37%-9.0pp | 91.63%-81.3pp | 31.72%-21.4pp |
| Employer contribution / active EE | $2,141 | $1,945+10.1% | $2,541-15.7% | $2,471-13.4% |
| Participant deferral / active EE | $5,817 | $3,440+69.1% | $4,167+39.6% | $3,740+55.5% |
| Admin fee / account holder | $309 | $5,622-94.5% | $6,797-95.5% | $5,306-94.2% |