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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $3,861 |
REAMS ASSET MANAGEMENT5 years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $3,471 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,946 | $166,131+149.2% | $164,975+150.9% | $145,877+183.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.91% | 100.37%-82.5pp | 70.12%-52.2pp | 551.28%-533.4pp |
| Employer contribution / active EE | $15,772 | $5,276+199.0% | $4,343+263.2% | $4,663+238.2% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $89,118 | $16,648+435.3% | $12,688+602.4% | $13,402+565.0% |