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 | $21,376 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,132 | $78,423-6.7% | $95,964-23.8% | $79,856-8.4% |
| Participation rate | 90.5% | 73.5%+17.0pp | 77.1%+13.4pp | 69.6%+20.9pp |
| Annual return | 16.51% | 19.37%-2.9pp | 91.64%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,008 | $1,945-48.2% | $2,541-60.3% | $2,471-59.2% |
| Participant deferral / active EE | $3,461 | $3,440+0.6% | $4,167-16.9% | $3,741-7.5% |
| Admin fee / account holder | $181 | $5,622-96.8% | $6,797-97.3% | $5,306-96.6% |