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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,236 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $25,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,271 | $51,223+25.5% | $82,763-22.3% | $66,949-4.0% |
| Participation rate | 99.1% | 67.9%+31.2pp | 72.6%+26.5pp | 69.8%+29.2pp |
| Annual return | -18.94% | -9.85%-9.1pp | 702.45%-721.4pp | 1.57%-20.5pp |
| Employer contribution / active EE | $3,293 | $2,611+26.1% | $3,008+9.5% | $2,545+29.4% |
| Participant deferral / active EE | $6,300 | $3,460+82.1% | $4,395+43.3% | $4,239+48.6% |
| Admin fee / account holder | $309 | $415-25.5% | $5,325-94.2% | $594-47.9% |