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| Provider | Service type | Compensation |
|---|---|---|
REAMS ASSET MANAGEMENT9+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $17,362 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $16,468 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,674 | $87,037+4.2% | $106,201-14.6% | $80,874+12.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 20.74% | 17.05%+3.7pp | 116.26%-95.5pp | 35.62%-14.9pp |
| Employer contribution / active EE | $2,689 | $2,396+12.2% | $3,170-15.1% | $2,756-2.4% |
| Participant deferral / active EE | $33 | $3,986-99.2% | $5,012-99.3% | $4,297-99.2% |
| Admin fee / account holder | $9,303 | $8,434+10.3% | $11,039-15.7% | $6,935+34.1% |