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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,546 |
Filed as: ALPHA INVESTMNET CONSULTING GROUP Service code 27 · EIN 39-1859759 | Advisory (Plan) | $25,886 |
BMO HARRIS BANK NA2+ 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,292 | $76,552+492.1% | $123,892+265.9% | $62,891+620.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.62% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $16,551 | $2,883+474.2% | $4,617+258.5% | $2,281+625.6% |
| Participant deferral / active EE | $11,229 | $4,840+132.0% | $5,984+87.6% | $3,203+250.6% |
| Admin fee / account holder | $582 | $4,826-87.9% | $8,357-93.0% | $4,296-86.4% |