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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,357 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $10,000 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,811 | $130,294-52.6% | $170,043-63.6% | $71,511-13.6% |
| Participation rate | 36.2% | 86.2%-50.0pp | 87.0%-50.8pp | 67.9%-31.8pp |
| Annual return | 17.64% | 20.36%-2.7pp | 53.40%-35.8pp | 28.86%-11.2pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,659 | $6,928-32.8% | $10,410-55.2% | $4,291+8.6% |
| Admin fee / account holder | $312 | $966-67.7% | $12,824-97.6% | $1,588-80.3% |