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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $69,000 |
FROST BANK4+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 74-6036463 | Bank Trustee | $33,371 |
BMO HARRIS BANK NA3 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.)
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 | $169,012 | $77,817+117.2% | $123,553+36.8% | $64,173+163.4% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.3%+12.8pp | 69.6%+25.5pp |
| Annual return | -3.56% | 12.49%-16.0pp | 119.21%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,955 | $3,014+64.4% | $4,628+7.1% | $2,381+108.1% |
| Participant deferral / active EE | $5,067 | $5,240-3.3% | $6,426-21.2% | $3,470+46.0% |
| Admin fee / account holder | $579 | $5,519-89.5% | $9,284-93.8% | $4,887-88.2% |