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 | $96,293 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,338 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK N.A. 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 | $95,852 | $88,122+8.8% | $141,197-32.1% | $67,582+41.8% |
| Participation rate | 70.8% | 76.5%-5.7pp | 82.5%-11.7pp | 71.3%-0.5pp |
| Annual return | 25.08% | 75.40%-50.3pp | 71.41%-46.3pp | 378.57%-353.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,266 | $5,958-11.6% | $6,710-21.5% | $3,539+48.8% |
| Admin fee / account holder | $194 | $131+48.4% | $10,265-98.1% | $142+36.5% |