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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $31,394 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS LLC Service code 27 27400 NORTHWESTERN HWY · SOUTHFIELD, MI 48034 | Advisory (Plan) | $17,113 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,447 | $42,546+77.3% | $71,796+5.1% | $55,167+36.8% |
| Participation rate | 98.2% | 59.1%+39.1pp | 69.1%+29.1pp | 69.0%+29.2pp |
| Annual return | 10.59% | 12.36%-1.8pp | 78.04%-67.4pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,826 | $803+127.3% | $1,924-5.1% | $1,963-7.0% |
| Participant deferral / active EE | $1,387 | $2,064-32.8% | $2,794-50.3% | $3,054-54.6% |
| Admin fee / account holder | $408 | $650-37.3% | $4,815-91.5% | $504-19.1% |