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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA SECURITIES INC Service code 55 · EIN 35-1159900 | Other Commissions | $5,043 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,545 | $50,898+32.7% | $171,082-60.5% | $55,167+22.4% |
| Participation rate | 31.9% | 63.3%-31.3pp | 76.7%-44.8pp | 69.0%-37.1pp |
| Annual return | 6.56% | 15.34%-8.8pp | 32.56%-26.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $94 | $1,433-93.4% | $4,002-97.7% | $1,963-95.2% |
| Participant deferral / active EE | $1,183 | $2,994-60.5% | $4,797-75.3% | $3,054-61.3% |
| Admin fee / account holder | $7 | $500-98.6% | $8,520-99.9% | $504-98.6% |