Filed January 4, 2022
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $55,990 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $14,700 |
Filed as: ONEAMERICA INVESTMENT ADVISORS LLC Service code 27 · EIN 81-3920167 | Advisory (Plan) | $8,503 |
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.)
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 | $371,410 | $76,670+384.4% | $96,683+284.2% | $71,457+419.8% |
| Participation rate | 98.4% | 66.6%+31.8pp | 74.3%+24.0pp | 67.9%+30.4pp |
| Annual return | 16.45% | 48.29%-31.8pp | 35.69%-19.2pp | 28.85%-12.4pp |
| Employer contribution / active EE | $14,068 | $3,031+364.1% | $3,737+276.5% | $2,588+443.7% |
| Participant deferral / active EE | $13,852 | $3,771+267.3% | $4,878+184.0% | $4,289+223.0% |
| Admin fee / account holder | $482 | $2,028-76.2% | $6,730-92.8% | $1,587-69.6% |