Filed January 4, 2022
Total covered: 14 employees
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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 | $54,079 |
Filed as: ONEAMERICA INVESTMENT ADVISORS LLC Service code 27 · EIN 81-3920167 | Advisory (Plan) | $18,971 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
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.)
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 | $431,207 | $80,724+434.2% | $103,333+317.3% | $74,495+478.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.87% | 27.56%-13.7pp | 24.88%-11.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $15,721 | $3,157+397.9% | $3,868+306.4% | $2,623+499.3% |
| Participant deferral / active EE | $14,345 | $3,860+271.6% | $5,057+183.6% | $4,346+230.1% |
| Admin fee / account holder | $529 | $2,368-77.7% | $8,355-93.7% | $1,942-72.8% |