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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) | $86,818 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $75,664 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,741 | $89,123-2.7% | $102,460-15.3% | $77,762+11.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 21.98% | 25.05%-3.1pp | 29.47%-7.5pp | 31.27%-9.3pp |
| Employer contribution / active EE | $6,297 | $2,700+133.2% | $3,025+108.2% | $2,728+130.8% |
| Participant deferral / active EE | $130 | $5,148-97.5% | $5,056-97.4% | $4,651-97.2% |
| Admin fee / account holder | $446 | $236+89.2% | $9,460-95.3% | $433+3.1% |