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 | $92,376 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $55,706 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $107,023 | $104,336+2.6% | $159,474-32.9% | $86,821+23.3% |
| Participation rate | 86.8% | 77.7%+9.1pp | 82.8%+4.0pp | 72.3%+14.5pp |
| Annual return | 23.75% | 26.32%-2.6pp | 263.68%-239.9pp | 97.94%-74.2pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,308 | $6,837-22.4% | $7,353-27.8% | $4,132+28.5% |
| Admin fee / account holder | $183 | $172+6.4% | $10,802-98.3% | $170+8.1% |