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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $31,727 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS LLC Service code 27 27400 NORTHWESTERN HWY · SOUTHFIELD, MI 48034 | Advisory (Plan) | $29,362 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA5+ 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.
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 | $80,137 | $54,573+46.8% | $90,970-11.9% | $73,497+9.0% |
| Participation rate | 95.9% | 61.2%+34.8pp | 69.0%+26.9pp | 70.7%+25.3pp |
| Annual return | 9.14% | 16.69%-7.6pp | 134.60%-125.5pp | 28.51%-19.4pp |
| Employer contribution / active EE | $1,704 | $991+71.9% | $2,122-19.7% | $2,270-24.9% |
| Participant deferral / active EE | $2,057 | $2,517-18.3% | $3,373-39.0% | $3,740-45.0% |
| Admin fee / account holder | $433 | $521-16.9% | $5,961-92.7% | $513-15.6% |