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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $76,943 |
JONATHAN G. FURLOW, CPA4+ years Filed as: JONATHAN ROBERTS ADVISORY GROUP Service code 27 · EIN 59-3680571 | Advisory (Plan) | $60,511 |
BMO HARRIS BANK NA4+ 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 | $146,940 | $93,395+57.3% | $83,322+76.4% | - |
| Participation rate | 97.6% | 85.8%+11.8pp | 77.8%+19.8pp | - |
| Annual return | -5.15% | -6.53%+1.4pp | 10.64%-15.8pp | - |
| Employer contribution / active EE | $3,287 | $1,361+141.5% | $3,379-2.7% | - |
| Participant deferral / active EE | $8,552 | $3,603+137.4% | $5,565+53.7% | - |
| Admin fee / account holder | $484 | $1,733-72.1% | $7,540-93.6% | - |