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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,473 |
Service code 34 · EIN 36-4799908 | Direct payment from the plan; Valuati... | $11,556 |
Filed as: FIDUCIARY SERVICES Service code 21 369-B THIRD STREET · SAN RAFAEL, CA 949013581 | Bank Trustee | $7,750 |
Service code 10 · EIN 77-0181453 | Accounting | $7,650 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,494 | $80,753-39.9% | $136,298-64.4% | $62,293-22.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.07% | 35.83%-24.8pp | 5156.27%-5145.2pp | 28.90%-17.8pp |
| Employer contribution / active EE | $3,791 | $2,884+31.5% | $4,696-19.3% | $2,042+85.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $310 | $525-40.9% | $9,244-96.6% | $479-35.3% |