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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,208 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,880 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,378 | $54,729+200.3% | $86,235+90.6% | $71,529+129.8% |
| Participation rate | 32.2% | 60.1%-27.9pp | 69.0%-36.7pp | 67.9%-35.7pp |
| Annual return | 13.26% | 20.07%-6.8pp | 1170.03%-1156.8pp | 28.97%-15.7pp |
| Employer contribution / active EE | $1,895 | $1,267+49.6% | $2,381-20.4% | $2,590-26.8% |
| Participant deferral / active EE | $2,258 | $3,110-27.4% | $3,987-43.4% | $4,291-47.4% |
| Admin fee / account holder | $974 | $1,921-49.3% | $6,856-85.8% | $1,588-38.7% |