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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $247,470 |
UBS FINANCIAL SERVICES INC7+ years Service code 28 500 GRANT STREET · PITTSBURGH, PA 15219 | Investment Management | $120,612 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,988 | $136,266-74.3% | $90,760-61.4% | $77,906-55.1% |
| Participation rate | 98.6% | 86.6%+11.9pp | 75.7%+22.9pp | 73.7%+24.9pp |
| Annual return | -15.21% | -11.32%-3.9pp | -12.16%-3.1pp | 12.16%-27.4pp |
| Employer contribution / active EE | $2,695 | $4,215-36.1% | $2,922-7.8% | $2,846-5.3% |
| Participant deferral / active EE | $6,271 | $6,353-1.3% | $4,565+37.4% | $4,805+30.5% |
| Admin fee / account holder | $189 | $399-52.7% | $8,444-97.8% | $133+42.3% |