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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $22,903 |
Filed as: ALPHA INVESTMENT CONSULTING GROUP, Service code 27 111 E KILBORUN AVENUE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $14,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,398 | $76,112-12.8% | $96,534-31.2% | $71,511-7.1% |
| Participation rate | 91.7% | 74.4%+17.3pp | 76.0%+15.7pp | 67.9%+23.7pp |
| Annual return | 14.34% | 22.81%-8.5pp | 25.88%-11.5pp | 28.86%-14.5pp |
| Employer contribution / active EE | $1,268 | $2,248-43.6% | $2,965-57.2% | $2,589-51.0% |
| Participant deferral / active EE | $4,360 | $4,217+3.4% | $4,851-10.1% | $4,291+1.6% |
| Admin fee / account holder | $213 | $2,708-92.1% | $8,253-97.4% | $1,588-86.6% |