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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $52,744 |
FROST BANK3+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 74-6036463 | Bank Trustee | $35,047 |
BMO HARRIS BANK NA2 years 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $178,780 | $85,766+108.4% | $136,298+31.2% | $70,126+154.9% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 13.00% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $4,542 | $2,966+53.1% | $4,696-3.3% | $2,343+93.9% |
| Participant deferral / active EE | $3,993 | $5,051-21.0% | $6,247-36.1% | $3,332+19.8% |
| Admin fee / account holder | $440 | $5,421-91.9% | $9,244-95.2% | $4,645-90.5% |