Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,285 |
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $27,459 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,170 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $512,021 | $82,678+519.3% | $125,391+308.3% | $68,490+647.6% |
| Participation rate | 97.9% | 75.1%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -15.35% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $17,622 | $3,382+421.0% | $4,816+265.9% | $2,597+578.6% |
| Participant deferral / active EE | $13,345 | $6,111+118.4% | $7,448+79.2% | $4,028+231.3% |
| Admin fee / account holder | $638 | $6,277-89.8% | $10,009-93.6% | $5,403-88.2% |