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| 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 | $79,181-20.3% | $102,423-38.4% | $74,429-15.2% |
| Participation rate | 98.6% | 74.8%+23.8pp | 76.5%+22.1pp | 67.2%+31.4pp |
| Annual return | 12.75% | 54.97%-42.2pp | 29.42%-16.7pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $1,973 | $2,362-16.4% | $3,023-34.7% | $2,625-24.8% |
| Participant deferral / active EE | $5,308 | $4,416+20.2% | $5,054+5.0% | $4,348+22.1% |
| Admin fee / account holder | $203 | $2,002-89.9% | $9,455-97.9% | $1,944-89.6% |