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| Provider | Service type | Compensation |
|---|---|---|
JONATHAN G. FURLOW, CPA5+ years Filed as: JONATHAN ROBERTS ADVISORY GROUP Service code 27 · EIN 59-3680571 | Advisory (Plan) | $57,340 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $50,537 |
BMO HARRIS BANK NA5+ 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 | $178,984 | $69,231+158.5% | $91,994+94.6% | $67,579+164.9% |
| Participation rate | 99.2% | 78.9%+20.3pp | 78.6%+20.6pp | 71.3%+27.9pp |
| Annual return | 24.92% | 32.03%-7.1pp | 69.03%-44.1pp | 378.56%-353.6pp |
| Employer contribution / active EE | $3,402 | $2,284+48.9% | $3,452-1.5% | $2,148+58.4% |
| Participant deferral / active EE | $8,734 | $5,854+49.2% | $5,923+47.4% | $3,539+146.8% |
| Admin fee / account holder | $363 | $107+238.2% | $7,743-95.3% | $142+155.3% |