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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $19,284 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $13,500 |
HAYS COMPANIES3 years Filed as: THE HAYS FINANCIAL GROUP Service code 27 · EIN 41-1784898 | Advisory (Plan) | $10,000 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,263 | $80,781-29.1% | $102,437-44.1% | $74,478-23.1% |
| Participation rate | 80.9% | 65.7%+15.3pp | 74.5%+6.4pp | 67.2%+13.7pp |
| Annual return | 12.15% | 27.58%-15.4pp | 24.95%-12.8pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $700 | $3,160-77.8% | $3,871-81.9% | $2,626-73.3% |
| Participant deferral / active EE | $3,715 | $3,862-3.8% | $5,060-26.6% | $4,350-14.6% |
| Admin fee / account holder | $329 | $2,372-86.1% | $8,388-96.1% | $1,946-83.1% |