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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $140,513 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $87,500 |
MATRIX TRUST COMPANY2 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.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,539 | $82,202+390.9% | $125,339+222.0% | $64,808+522.7% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -18.47% | 3.48%-21.9pp | 572.05%-590.5pp | 32.82%-51.3pp |
| Employer contribution / active EE | $10,825 | $3,615+199.4% | $4,814+124.9% | $2,506+332.0% |
| Participant deferral / active EE | $13,398 | $7,175+86.7% | $7,446+79.9% | $4,310+210.8% |
| Admin fee / account holder | $460 | $163+181.6% | $10,010-95.4% | $188+144.8% |