Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,752 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,675 | $60,165-24.1% | $74,184-38.4% | $55,167-17.2% |
| Participation rate | 94.6% | 74.2%+20.5pp | 76.6%+18.0pp | 69.0%+25.6pp |
| Annual return | 6.86% | 10.00%-3.1pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,148 | $1,600-28.2% | $2,370-51.6% | $1,963-41.5% |
| Participant deferral / active EE | $2,047 | $2,973-31.1% | $3,550-42.3% | $3,054-33.0% |
| Admin fee / account holder | $38 | $419-91.0% | $5,586-99.3% | $504-92.5% |