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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMRICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $13,858 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,353 | $73,404-68.2% | $87,103-73.2% | $67,582-65.4% |
| Participation rate | 75.9% | 80.9%-5.0pp | 76.9%-1.0pp | 71.3%+4.6pp |
| Annual return | 164.70% | 48.29%+116.4pp | 28.19%+136.5pp | 378.57%-213.9pp |
| Employer contribution / active EE | $24 | $2,014-98.8% | $2,521-99.0% | $2,148-98.9% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $47 | $142-66.7% | $7,491-99.4% | $142-66.9% |