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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 | $81,504+316.4% | $102,437+231.3% | $80,959+319.2% |
| Participation rate | 98.8% | 66.9%+31.9pp | 74.5%+24.2pp | 67.7%+31.1pp |
| Annual return | 13.37% | 25.60%-12.2pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $8,714 | $3,104+180.8% | $3,871+125.1% | $2,757+216.0% |
| Participant deferral / active EE | $6,363 | $3,871+64.4% | $5,060+25.8% | $4,300+48.0% |
| Admin fee / account holder | $542 | $6,719-91.9% | $8,388-93.5% | $6,925-92.2% |