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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $69,326 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 8801 RIVER CROSSING BLVD · INDIANAPOLIS, IN 46240 | Investment Management | $35,000 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 19 | 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.
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 | $104,031 | $91,517+13.7% | $101,275+2.7% | $73,412+41.7% |
| Participation rate | 69.4% | 73.8%-4.4pp | 75.8%-6.4pp | 72.2%-2.8pp |
| Annual return | -5.61% | 17.17%-22.8pp | 46.48%-52.1pp | 59.30%-64.9pp |
| Employer contribution / active EE | $961 | $2,877-66.6% | $3,660-73.7% | $2,234-57.0% |
| Participant deferral / active EE | $3,384 | $3,338+1.4% | $4,371-22.6% | $3,806-11.1% |
| Admin fee / account holder | $374 | $216+73.2% | $5,948-93.7% | $158+136.8% |