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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 | $59,456+54.0% | $93,669-2.2% | $74,429+23.0% |
| Participation rate | 94.7% | 59.6%+35.1pp | 68.7%+26.0pp | 67.2%+27.5pp |
| Annual return | 24.84% | 82.00%-57.2pp | 133.59%-108.7pp | 1368.38%-1343.5pp |
| Employer contribution / active EE | $2,015 | $1,266+59.2% | $2,424-16.8% | $2,625-23.2% |
| Participant deferral / active EE | $2,803 | $3,052-8.1% | $4,416-36.5% | $4,348-35.5% |
| Admin fee / account holder | $436 | $3,026-85.6% | $8,291-94.7% | $1,944-77.6% |