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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 | $146,267+19.6% | $197,124-11.3% | $82,448+112.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 11.77% | 29.61%-17.8pp | 44.34%-32.6pp | 41.64%-29.9pp |
| Employer contribution / active EE | $6,844 | $4,723+44.9% | $6,227+9.9% | $2,551+168.3% |
| Participant deferral / active EE | $8,041 | $7,035+14.3% | $9,135-12.0% | $4,139+94.3% |
| Admin fee / account holder | $328 | $14,422-97.7% | $16,298-98.0% | $7,234-95.5% |