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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS, INC. Service code 27 · EIN 41-1812533 | Advisory (Plan) | $116,357 |
Filed as: ONEAMERICA Service code 15 · EIN 46-5378846 | Recordkeeping | $58,298 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,507 | $65,208+152.3% | $90,796+81.2% | $71,012+131.7% |
| Participation rate | 73.5% | 54.6%+18.9pp | 69.5%+4.0pp | 58.6%+15.0pp |
| Annual return | 12.55% | 18.25%-5.7pp | 19.29%-6.7pp | 37.67%-25.1pp |
| Employer contribution / active EE | $3,515 | $1,855+89.5% | $2,294+53.3% | $2,348+49.7% |
| Participant deferral / active EE | $6,037 | $2,737+120.5% | $3,822+58.0% | $3,246+86.0% |
| Admin fee / account holder | $335 | $1,639-79.5% | $7,024-95.2% | $1,167-71.3% |