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| Provider | Service type | Compensation |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $799 |
16 funds hold $514K of the plan's $1.6M. From the 2024 filing. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| Separate Accounts Americ an United Life Ins Co Manager not matched · Separate account | $152K | 29.6% |
| AUL Stable Value Acc ount Manager not matched · Insurance contract | $89K | 17.3% |
| State Street Equity 500 Index Fund Class R Shares State Street (SSgA) · Mutual fund Index | $59K | 11.6% |
| Goldman Sachs M id Cap Gr Insghts Svc Goldman Sachs · Mutual fund Possible retail class Service | $45K | 8.7% |
| Goldman Sachs Large Cap Gr Insghts Svc Goldman Sachs · Mutual fund Possible retail class Service | $44K | 8.6% |
| T. Rowe Price Growth Stoc k R T. Rowe Price · Mutual fund | $40K | 7.8% |
| Invesco Diversified Dividend Fund Class A Invesco · Mutual fund Possible retail class A | $14K | 2.7% |
| Americ an Funds Europacific Growth R3 Capital Group · Mutual fund Possible retail class R3 | $14K | 2.7% |
| Americ an United Life Ins Co Manager not matched · Mutual fund Possible retail class R3 | $10K | 1.9% |
| ClearBridge Large Cap Value Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $10K | 1.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.