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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,752 |
REAMS ASSET MANAGEMENT4 years Filed as: UMB BANK NA Service code 27 · EIN 44-0201230 | Advisory (Plan) | $3,449 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,084 | $154,159+104.4% | $130,026+142.3% | $139,456+125.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 2.79% | 32.50%-29.7pp | -137.26%+140.0pp | 373.45%-370.7pp |
| Employer contribution / active EE | $4,512 | $5,292-14.7% | $4,321+4.4% | $4,753-5.1% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $223,235 | $14,001+1494.4% | $10,608+2004.4% | $11,407+1857.0% |