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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $609,460 | $101,539+500.2% | $147,041+314.5% | $74,400+719.2% |
| Participation rate | 95.6% | 75.5%+20.1pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 11.84% | 8740.84%-8729.0pp | 419.21%-407.4pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $16,502 | $3,811+333.0% | $4,935+234.4% | $2,624+528.8% |
| Participant deferral / active EE | $12,363 | $7,304+69.3% | $8,071+53.2% | $4,348+184.3% |
| Admin fee / account holder | $549 | $1,749-68.6% | $13,006-95.8% | $1,944-71.7% |