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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 | $19,806 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $12,300 |
MATRIX TRUST COMPANY2 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,297 | $138,393-38.4% | $184,256-53.7% | $80,959+5.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.41% | 20.01%-7.6pp | 28.85%-16.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,941 | $7,076+40.5% | $9,133+8.8% | $4,300+131.2% |
| Admin fee / account holder | $393 | $10,489-96.3% | $13,899-97.2% | $6,925-94.3% |