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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $36,999 |
Filed as: ALPHA INVESTMNET CONSULTING GROUP Service code 27 · EIN 39-1859759 | Advisory (Plan) | $16,500 |
BMO HARRIS BANK NA5+ 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.
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 | $499,167 | $89,652+456.8% | $141,197+253.5% | $65,186+665.8% |
| Participation rate | 99.1% | 74.7%+24.3pp | 82.5%+16.6pp | 70.2%+28.9pp |
| Annual return | 19.53% | 32.79%-13.3pp | 71.41%-51.9pp | 29.39%-9.9pp |
| Employer contribution / active EE | $15,916 | $3,065+419.3% | $4,736+236.0% | $2,177+631.2% |
| Participant deferral / active EE | $12,258 | $5,691+115.4% | $6,710+82.7% | $3,514+248.8% |
| Admin fee / account holder | $379 | $569-33.3% | $10,265-96.3% | $847-55.2% |