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| 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 | $112,582-61.4% | $105,624-58.9% | $200,096-78.3% |
| Participation rate | 90.9% | 86.3%+4.7pp | 75.3%+15.7pp | 72.0%+18.9pp |
| Annual return | 17.36% | 15.58%+1.8pp | 116.20%-98.8pp | 34.26%-16.9pp |
| Employer contribution / active EE | $3,052 | $4,580-33.4% | $3,168-3.6% | $3,038+0.5% |
| Participant deferral / active EE | $6,307 | $6,655-5.2% | $5,013+25.8% | $5,090+23.9% |
| Admin fee / account holder | $125 | $107+16.5% | $10,961-98.9% | $269-53.7% |