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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $27,468 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS LLC Service code 27 27400 NORTHWESTERN HWY · SOUTHFIELD, MI 48034 | Advisory (Plan) | $26,259 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA2+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,449 | $51,466+58.3% | $78,778+3.4% | $62,293+30.8% |
| Participation rate | 93.4% | 59.8%+33.7pp | 69.2%+24.3pp | 69.5%+23.9pp |
| Annual return | 13.25% | 19.96%-6.7pp | 35.62%-22.4pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,627 | $827+96.6% | $1,986-18.1% | $2,042-20.3% |
| Participant deferral / active EE | $1,383 | $2,147-35.6% | $2,958-53.2% | $3,169-56.4% |
| Admin fee / account holder | $426 | $489-12.9% | $5,134-91.7% | $479-11.0% |