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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $36,647 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,180 |
MATRIX TRUST COMPANY4 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,571 | $59,467+54.0% | $93,727-2.3% | $74,478+23.0% |
| Participation rate | 94.7% | 59.6%+35.1pp | 68.7%+26.0pp | 67.2%+27.5pp |
| Annual return | 24.84% | 82.14%-57.3pp | 133.83%-109.0pp | 1370.56%-1345.7pp |
| Employer contribution / active EE | $2,015 | $1,267+59.1% | $2,421-16.8% | $2,626-23.3% |
| Participant deferral / active EE | $2,803 | $3,052-8.1% | $4,417-36.5% | $4,350-35.6% |
| Admin fee / account holder | $436 | $3,028-85.6% | $8,292-94.7% | $1,946-77.6% |