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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $29,252 |
Filed as: MESIROW FINANCIAL Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $20,207 |
MATRIX TRUST COMPANY2 years 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.)
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 | $71,332 | $65,453+9.0% | $86,698-17.7% | $66,938+6.6% |
| Participation rate | 97.3% | 75.5%+21.8pp | 76.6%+20.7pp | 69.8%+27.5pp |
| Annual return | -12.51% | -10.89%-1.6pp | 35.95%-48.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $2,180 | $2,154+1.2% | $2,837-23.2% | $2,545-14.4% |
| Participant deferral / active EE | $5,916 | $4,102+44.2% | $4,656+27.0% | $4,238+39.6% |
| Admin fee / account holder | $351 | $642-45.3% | $7,493-95.3% | $594-40.9% |