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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $220,233 |
Filed as: NORTHWESTERN MUTUAL LIFE INSURANCE Service code 28 | Investment Management | $28,500 |
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 40-6302077 | Investment Management | $5,066 |
BMO HARRIS BANK NA5+ 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 | $231,024 | $88,122+162.2% | $141,200+63.6% | $67,584+241.8% |
| Participation rate | 73.0% | 76.5%-3.4pp | 82.5%-9.4pp | 71.3%+1.8pp |
| Annual return | 23.38% | 75.40%-52.0pp | 71.41%-48.0pp | 378.59%-355.2pp |
| Employer contribution / active EE | $7,457 | $3,224+131.3% | $4,736+57.4% | $2,148+247.2% |
| Participant deferral / active EE | $10,114 | $5,958+69.8% | $6,710+50.7% | $3,540+185.7% |
| Admin fee / account holder | $393 | $131+200.4% | $10,265-96.2% | $142+176.3% |