See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $408,912 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,000 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,711 | $55,785-27.0% | $96,562-57.8% | $106,520-61.8% |
| Participation rate | 10.6% | 53.4%-42.8pp | 69.8%-59.3pp | 71.3%-60.8pp |
| Annual return | 15.25% | 17.66%-2.4pp | 37.78%-22.5pp | 19.28%-4.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,356-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $418 | $1,782-76.6% | $3,849-89.1% | $4,948-91.6% |
| Admin fee / account holder | $74 | $59+26.5% | $6,181-98.8% | $75-0.4% |