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: INTELLICENTS, INC. Service code 27 · EIN 41-1812533 | Advisory (Plan) | $116,357 |
Filed as: ONEAMERICA Service code 15 · EIN 46-5378846 | Recordkeeping | $58,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,507 | $65,191+152.3% | $90,312+82.2% | $65,191+152.3% |
| Participation rate | 73.5% | 63.0%+10.5pp | 72.9%+0.6pp | 63.0%+10.5pp |
| Annual return | 12.55% | 51.24%-38.7pp | 18.90%-6.3pp | 51.24%-38.7pp |
| Employer contribution / active EE | $3,515 | $2,400+46.5% | $2,243+56.8% | $2,400+46.5% |
| Participant deferral / active EE | $6,037 | $2,671+126.0% | $3,749+61.0% | $2,671+126.0% |
| Admin fee / account holder | $335 | $907-63.0% | $8,248-95.9% | $907-63.0% |