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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,290 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $28,221 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,730 | $60,504+50.0% | $81,882+10.8% | $74,478+21.8% |
| Participation rate | 96.6% | 62.9%+33.7pp | 72.4%+24.2pp | 67.2%+29.4pp |
| Annual return | 14.91% | 16.91%-2.0pp | 779.47%-764.6pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $3,894 | $2,627+48.3% | $2,916+33.5% | $2,626+48.3% |
| Participant deferral / active EE | $7,630 | $3,400+124.4% | $4,323+76.5% | $4,350+75.4% |
| Admin fee / account holder | $353 | $1,492-76.3% | $7,360-95.2% | $1,946-81.9% |