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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $184,451 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 40-6302077 | Investment Management | $13,674 |
Filed as: NORTHWESTERN MUTUAL LIFE INSURANCE Service code 28 | Investment Management | $12,000 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 28 330 E KILBOURN AVE · MILWAUKEE, WI 53202 | Investment Management | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $195,029 | $75,388+158.7% | $123,553+57.9% | $55,727+250.0% |
| Participation rate | 71.5% | 75.7%-4.1pp | 82.3%-10.8pp | 70.9%+0.7pp |
| Annual return | -5.57% | 4.48%-10.0pp | 119.21%-124.8pp | 244.94%-250.5pp |
| Employer contribution / active EE | $7,499 | $3,063+144.8% | $4,628+62.0% | $2,078+260.8% |
| Participant deferral / active EE | $9,235 | $5,651+63.4% | $6,426+43.7% | $3,356+175.2% |
| Admin fee / account holder | $372 | $120+211.0% | $9,284-96.0% | $115+223.3% |