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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $42,685 |
NORTHSTAR FIDUCIARY PARTNERS10+ years Filed as: NORTHSTAR ASSET MANAGEMENT Service code 28 · EIN 39-1849892 | Investment Management | $36,144 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,267 | $80,731-8.0% | $103,374-28.2% | $74,546-0.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.04% | 27.56%-14.5pp | 24.89%-11.8pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $2,803 | $3,158-11.2% | $3,869-27.6% | $2,624+6.8% |
| Participant deferral / active EE | $3,962 | $3,860+2.6% | $5,058-21.7% | $4,347-8.9% |
| Admin fee / account holder | $363 | $2,369-84.7% | $8,394-95.7% | $1,944-81.3% |