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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $42,534 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,342 | $79,181-36.4% | $102,423-50.8% | $74,429-32.4% |
| Participation rate | 94.1% | 74.8%+19.3pp | 76.5%+17.6pp | 67.2%+26.9pp |
| Annual return | 15.91% | 54.97%-39.1pp | 29.42%-13.5pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $1,436 | $2,362-39.2% | $3,023-52.5% | $2,625-45.3% |
| Participant deferral / active EE | $2,426 | $4,416-45.1% | $5,054-52.0% | $4,348-44.2% |
| Admin fee / account holder | $220 | $2,002-89.0% | $9,455-97.7% | $1,944-88.7% |