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 | $24,338 |
Filed as: ALPHA INVESTMENT CONSULTING GROUP, Service code 27 111 E KILBORUN AVENUE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $14,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,104 | $79,223-20.3% | $102,460-38.4% | $74,478-15.3% |
| Participation rate | 98.6% | 74.8%+23.8pp | 76.5%+22.1pp | 67.2%+31.4pp |
| Annual return | 12.75% | 54.98%-42.2pp | 29.47%-16.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $1,973 | $2,363-16.5% | $3,025-34.8% | $2,626-24.9% |
| Participant deferral / active EE | $5,308 | $4,417+20.2% | $5,056+5.0% | $4,350+22.0% |
| Admin fee / account holder | $203 | $2,003-89.9% | $9,460-97.9% | $1,946-89.6% |