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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $39,169 |
VRAKAS ADVISORS3 years Service code 10 · EIN 83-1819454 | Accounting | $12,870 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $11,968 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $339,351 | $81,446+316.7% | $103,374+228.3% | $80,874+319.6% |
| Participation rate | 98.8% | 66.9%+31.9pp | 74.5%+24.2pp | 67.6%+31.1pp |
| Annual return | 13.37% | 25.57%-12.2pp | 24.89%-11.5pp | 35.62%-22.2pp |
| Employer contribution / active EE | $8,714 | $3,107+180.4% | $3,869+125.2% | $2,756+216.2% |
| Participant deferral / active EE | $6,363 | $3,870+64.4% | $5,058+25.8% | $4,297+48.1% |
| Admin fee / account holder | $542 | $6,715-91.9% | $8,394-93.5% | $6,935-92.2% |