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 | $102,891 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,658 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,152 | $106,164+27.3% | $147,041-8.1% | $77,692+74.0% |
| Participation rate | 61.2% | 78.4%-17.2pp | 82.2%-20.9pp | 70.6%-9.3pp |
| Annual return | 19.25% | 56.81%-37.6pp | 419.21%-400.0pp | 31.25%-12.0pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $4,935-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,325 | $7,993-33.4% | $8,071-34.0% | $4,648+14.6% |
| Admin fee / account holder | $220 | $338-34.8% | $13,006-98.3% | $431-48.8% |