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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $57,956 |
BMO HARRIS BANK NA6 years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,233 | $84,936+111.0% | $111,308+61.0% | $79,391+125.8% |
| Participation rate | 96.7% | 75.9%+20.9pp | 77.3%+19.4pp | 70.7%+26.0pp |
| Annual return | 13.04% | 17.45%-4.4pp | 54.67%-41.6pp | 116.88%-103.8pp |
| Employer contribution / active EE | $6,341 | $1,979+220.4% | $2,732+132.1% | $2,428+161.2% |
| Participant deferral / active EE | $7,076 | $3,888+82.0% | $4,487+57.7% | $4,046+74.9% |
| Admin fee / account holder | $392 | $537-27.1% | $7,965-95.1% | $627-37.5% |