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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $29,671 |
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $22,191 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $6,247 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $541,425 | $91,424+492.2% | $135,942+298.3% | $71,495+657.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 14.66% | 29.90%-15.2pp | 68.28%-53.6pp | 28.85%-14.2pp |
| Employer contribution / active EE | $16,631 | $3,704+349.0% | $4,858+242.4% | $2,589+542.3% |
| Participant deferral / active EE | $12,463 | $7,092+75.7% | $7,759+60.6% | $4,291+190.5% |
| Admin fee / account holder | $382 | $1,266-69.8% | $10,764-96.4% | $1,588-75.9% |