Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $178,129 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $89,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,067 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,407 | $112,623-61.5% | $106,201-59.1% | $199,768-78.3% |
| Participation rate | 90.9% | 86.2%+4.7pp | 75.3%+15.6pp | 72.0%+18.9pp |
| Annual return | 17.36% | 15.57%+1.8pp | 116.26%-98.9pp | 34.26%-16.9pp |
| Employer contribution / active EE | $3,052 | $4,575-33.3% | $3,170-3.7% | $3,037+0.5% |
| Participant deferral / active EE | $6,307 | $6,659-5.3% | $5,012+25.8% | $5,090+23.9% |
| Admin fee / account holder | $125 | $107+16.4% | $11,039-98.9% | $269-53.7% |