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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $52,251 |
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $20,625 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $10,042 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $609,460 | $101,317+501.5% | $146,958+314.7% | $74,495+718.1% |
| Participation rate | 95.6% | 75.5%+20.1pp | 82.2%+13.5pp | 67.2%+28.4pp |
| Annual return | 11.84% | 8730.91%-8719.1pp | 418.34%-406.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $16,502 | $3,810+333.1% | $4,933+234.5% | $2,623+529.1% |
| Participant deferral / active EE | $12,363 | $7,303+69.3% | $8,070+53.2% | $4,346+184.5% |
| Admin fee / account holder | $549 | $1,739-68.4% | $12,998-95.8% | $1,942-71.7% |