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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $45,784 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN LP Service code 27 · EIN 13-2625874 | Advisory (Plan) | $11,130 |
BMO HARRIS BANK NA5 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,100 | $99,957+258.3% | $149,745+139.1% | $73,497+387.2% |
| Participation rate | 94.2% | 75.7%+18.5pp | 82.5%+11.7pp | 70.7%+23.5pp |
| Annual return | 10.93% | 53.87%-42.9pp | 276.72%-265.8pp | 28.51%-17.6pp |
| Employer contribution / active EE | $16,965 | $3,191+431.6% | $4,646+265.2% | $2,270+647.3% |
| Participant deferral / active EE | $7,270 | $6,073+19.7% | $6,843+6.2% | $3,740+94.4% |
| Admin fee / account holder | $393 | $551-28.7% | $9,312-95.8% | $513-23.5% |