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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 | $79,209-36.4% | $102,434-50.9% | $74,459-32.4% |
| Participation rate | 94.1% | 74.8%+19.3pp | 76.5%+17.6pp | 67.2%+26.9pp |
| Annual return | 15.91% | 54.98%-39.1pp | 29.46%-13.5pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $1,436 | $2,362-39.2% | $3,023-52.5% | $2,626-45.3% |
| Participant deferral / active EE | $2,426 | $4,417-45.1% | $5,055-52.0% | $4,350-44.2% |
| Admin fee / account holder | $220 | $2,002-89.0% | $9,462-97.7% | $1,945-88.7% |