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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,933 | $148,978+17.4% | $200,582-12.8% | $84,808+106.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.77% | 28.16%-16.4pp | 42.33%-30.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $6,844 | $4,815+42.1% | $6,419+6.6% | $2,631+160.1% |
| Participant deferral / active EE | $8,041 | $7,142+12.6% | $9,331-13.8% | $4,212+90.9% |
| Admin fee / account holder | $328 | $13,977-97.7% | $16,305-98.0% | $7,344-95.5% |