Filed May 27, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $28,641 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 P.O. BOX 896952 · CHARLOTTE, NC 282896952 | Investment Management | $20,625 |
MATRIX TRUST COMPANY1 year 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,889 | $58,208+293.2% | $81,812+179.8% | $80,856+183.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.67% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $17,043 | $2,340+628.3% | $2,912+485.2% | $2,755+518.6% |
| Participant deferral / active EE | $12,244 | $3,281+273.2% | $4,319+183.5% | $4,296+185.0% |
| Admin fee / account holder | $401 | $4,981-92.0% | $7,386-94.6% | $6,918-94.2% |