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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $354,555 |
THE LONDON COMPANY10+ years Service code 28 · EIN 99-0824693 | Investment Management | $129,755 |
GAMCO ASSET MANAGEMENT5 years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 249 ROYAL PALM WAY, SUITE 503 · PALM BEACH, FL 33480 | Investment Management | $95,411 |
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL CORP Service code 28 · EIN 13-3098641 | Investment Management | $74,859 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW Service code 17 900 FORT STREET MALL, PIONEER PLAZA · HONOLULU, HI 96813 | Pension Consulting | $70,000 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 525 MARKET STREET, 12TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $59,398 |
NUVEEN6 years Service code 28 25604 NETWORK PLACE · CHICAGO, IL 606731256 | Investment Management | $43,787 |
MATRIX TRUST COMPANY10+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Float revenue; Direct payment from th... | $8,000 |
MATRIX TRUST COMPANY2 years Service code 18 | Custodial (securities); Float revenue... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,722 | $48,698+207.5% | $93,606+59.9% | $199,593-25.0% |
| Participation rate | 79.8% | 63.5%+16.2pp | 68.7%+11.1pp | 72.0%+7.8pp |
| Annual return | 15.12% | 15.34%-0.2pp | 133.20%-118.1pp | 34.25%-19.1pp |
| Employer contribution / active EE | $2,176 | $1,135+91.7% | $2,420-10.1% | $3,034-28.3% |
| Participant deferral / active EE | $3,778 | $2,817+34.1% | $4,411-14.4% | $5,087-25.7% |
| Admin fee / account holder | $473 | $195+142.7% | $8,285-94.3% | $269+76.1% |