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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,823 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $22,708 |
BKD, LLP4 years Service code 10 · EIN 44-0160260 | Accounting | $14,872 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,515 | $51,620+15.3% | $90,324-34.1% | $65,186-8.7% |
| Participation rate | 98.1% | 68.6%+29.5pp | 73.3%+24.8pp | 70.2%+27.9pp |
| Annual return | 19.73% | 24.94%-5.2pp | 78.15%-58.4pp | 29.39%-9.7pp |
| Employer contribution / active EE | $3,573 | $2,235+59.9% | $2,856+25.1% | $2,177+64.1% |
| Participant deferral / active EE | $6,523 | $2,871+127.2% | $3,885+67.9% | $3,514+85.6% |
| Admin fee / account holder | $354 | $384-7.8% | $5,356-93.4% | $847-58.2% |