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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $57,397 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 28 3280 PEACHTREE ROAD, NE · ATLANTA, GA 30326 | Investment Management | $44,250 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $18,567 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,343 | $60,165+50.2% | $74,184+21.8% | $55,167+63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.34% | 10.00%-4.7pp | 17.74%-12.4pp | 169.23%-163.9pp |
| Employer contribution / active EE | $789 | $1,600-50.7% | $2,370-66.7% | $1,963-59.8% |
| Participant deferral / active EE | $4,801 | $2,973+61.5% | $3,550+35.3% | $3,054+57.2% |
| Admin fee / account holder | $354 | $419-15.7% | $5,586-93.7% | $504-29.8% |