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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $226,232 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $44,343 |
Filed as: UBS FINANCIAL Service code 27 · EIN 13-2638116 | Advisory (Plan) | $28,497 |
LPL FINANCIAL8 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,186 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,694 | $31,741-41.1% | $56,033-66.6% | $199,960-90.7% |
| Participation rate | 90.1% | 32.3%+57.7pp | 52.5%+37.6pp | 72.0%+18.1pp |
| Annual return | 13.65% | 14.72%-1.1pp | 1711.38%-1697.7pp | 34.28%-20.6pp |
| Employer contribution / active EE | $795 | $508+56.6% | $1,041-23.6% | $3,036-73.8% |
| Participant deferral / active EE | $2,498 | $1,184+111.0% | $1,954+27.8% | $5,087-50.9% |
| Admin fee / account holder | $68 | $426-84.1% | $2,827-97.6% | $269-74.8% |