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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $39,690 |
REAMS ASSET MANAGEMENT9+ years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $39,237 |
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 | $95,922 | $78,562+22.1% | $105,608-9.2% | $74,429+28.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 20.61% | 15.94%+4.7pp | 116.50%-95.9pp | 1368.38%-1347.8pp |
| Employer contribution / active EE | $3,725 | $2,521+47.7% | $3,167+17.6% | $2,625+41.9% |
| Participant deferral / active EE | $408 | $4,321-90.6% | $5,010-91.9% | $4,348-90.6% |
| Admin fee / account holder | $552 | $2,217-75.1% | $11,028-95.0% | $1,944-71.6% |