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| Provider | Service type | Compensation |
|---|---|---|
JONATHAN G. FURLOW, CPA2+ years Filed as: JONATHAN ROBERTS ADVISORY GROUP Service code 27 · EIN 59-3680571 | Advisory (Plan) | $57,871 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $55,029 |
BMO HARRIS BANK NA2+ years 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.)
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 | $142,774 | $51,244+178.6% | $80,977+76.3% | $55,167+158.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 9.72% | 17.39%-7.7pp | 17.11%-7.4pp | 169.23%-159.5pp |
| Employer contribution / active EE | $3,455 | $1,770+95.2% | $3,715-7.0% | $1,963+76.0% |
| Participant deferral / active EE | $8,799 | $4,418+99.2% | $5,696+54.5% | $3,054+188.1% |
| Admin fee / account holder | $443 | $398+11.2% | $5,517-92.0% | $504-12.1% |