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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 | $79,223-36.5% | $102,460-50.9% | $74,478-32.4% |
| Participation rate | 94.1% | 74.8%+19.4pp | 76.5%+17.6pp | 67.2%+26.9pp |
| Annual return | 15.91% | 54.98%-39.1pp | 29.47%-13.6pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $1,436 | $2,363-39.2% | $3,025-52.5% | $2,626-45.3% |
| Participant deferral / active EE | $2,426 | $4,417-45.1% | $5,056-52.0% | $4,350-44.2% |
| Admin fee / account holder | $220 | $2,003-89.0% | $9,460-97.7% | $1,946-88.7% |