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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,729 |
Filed as: ONE AMERICA SECURITIES Service code 27 · EIN 35-1159900 | Advisory (Plan) | $24,261 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,512 | $58,312+32.9% | $86,656-10.6% | $71,529+8.4% |
| Participation rate | 99.1% | 65.0%+34.1pp | 71.7%+27.4pp | 67.9%+31.2pp |
| Annual return | 20.92% | 24.08%-3.2pp | 593.09%-572.2pp | 28.97%-8.0pp |
| Employer contribution / active EE | $4,964 | $2,576+92.7% | $3,025+64.1% | $2,590+91.7% |
| Participant deferral / active EE | $6,793 | $3,439+97.5% | $4,439+53.0% | $4,291+58.3% |
| Admin fee / account holder | $312 | $1,057-70.5% | $5,619-94.5% | $1,588-80.4% |