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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $41,240 |
VRAKAS ADVISORS2 years Service code 10 · EIN 83-1819454 | Accounting | $12,474 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $5,496 |
MATRIX TRUST COMPANY3 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 | $341,892 | $73,988+362.1% | $96,538+254.2% | $75,177+354.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.32% | 26.73%-9.4pp | 35.74%-18.4pp | 160.75%-143.4pp |
| Employer contribution / active EE | $8,075 | $2,930+175.5% | $3,740+115.9% | $2,671+202.3% |
| Participant deferral / active EE | $6,363 | $3,660+73.8% | $4,880+30.4% | $4,126+54.2% |
| Admin fee / account holder | $510 | $5,220-90.2% | $6,737-92.4% | $5,651-91.0% |