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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $17,223 |
Filed as: PARK CAPITAL MANAGEMENT Service code 27 1601 GREENWAY CROSS · FITCHBURG, WI 53713 | Advisory (Plan) | $14,466 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $1,432 |
MATRIX TRUST COMPANY3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $174,933 | $145,431+20.3% | $211,142-17.1% | $87,485+100.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 11.77% | 27.21%-15.4pp | 46.84%-35.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $6,844 | $4,662+46.8% | $6,442+6.2% | $2,596+163.6% |
| Participant deferral / active EE | $8,041 | $6,859+17.2% | $9,284-13.4% | $4,274+88.1% |
| Admin fee / account holder | $328 | $17,052-98.1% | $19,076-98.3% | $7,775-95.8% |