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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 | $87,132+4.1% | $105,624-14.2% | $80,959+12.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 20.74% | 17.03%+3.7pp | 116.20%-95.5pp | 35.67%-14.9pp |
| Employer contribution / active EE | $2,689 | $2,397+12.2% | $3,168-15.1% | $2,757-2.5% |
| Participant deferral / active EE | $33 | $3,985-99.2% | $5,013-99.3% | $4,300-99.2% |
| Admin fee / account holder | $9,303 | $8,449+10.1% | $10,961-15.1% | $6,925+34.3% |