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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $28,920 |
Filed as: ALPHA INVESTMENT CONSULTING GROUP, Service code 27 111 E KILBORUN AVENUE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $14,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,118 | $65,453+5.6% | $86,698-20.3% | $66,938+3.3% |
| Participation rate | 92.8% | 75.5%+17.3pp | 76.6%+16.2pp | 69.8%+23.0pp |
| Annual return | -12.75% | -10.89%-1.9pp | 35.95%-48.7pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,410 | $2,154-34.6% | $2,837-50.3% | $2,545-44.6% |
| Participant deferral / active EE | $4,984 | $4,102+21.5% | $4,656+7.0% | $4,238+17.6% |
| Admin fee / account holder | $286 | $642-55.4% | $7,493-96.2% | $594-51.8% |