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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $27,937 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,194 | $76,112-32.7% | $96,544-47.0% | $71,529-28.4% |
| Participation rate | 94.9% | 74.4%+20.5pp | 76.0%+18.9pp | 67.9%+27.0pp |
| Annual return | 16.64% | 22.80%-6.2pp | 25.88%-9.2pp | 28.97%-12.3pp |
| Employer contribution / active EE | $1,452 | $2,248-35.4% | $2,966-51.0% | $2,590-43.9% |
| Participant deferral / active EE | $2,390 | $4,217-43.3% | $4,851-50.7% | $4,291-44.3% |
| Admin fee / account holder | $194 | $2,708-92.8% | $8,254-97.7% | $1,588-87.8% |