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 | $72,977 |
JONATHAN G. FURLOW, CPA3+ years Filed as: JONATHAN ROBERTS ADVISORY GROUP Service code 27 · EIN 59-3680571 | Advisory (Plan) | $55,748 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,529 | $59,535+173.0% | $90,161+80.3% | $62,293+160.9% |
| Participation rate | 99.6% | 73.0%+26.5pp | 76.9%+22.7pp | 69.5%+30.0pp |
| Annual return | 14.76% | 23.53%-8.8pp | 34.89%-20.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $3,268 | $1,826+79.0% | $3,318-1.5% | $2,042+60.0% |
| Participant deferral / active EE | $8,769 | $4,639+89.0% | $5,287+65.9% | $3,169+176.7% |
| Admin fee / account holder | $495 | $337+47.1% | $5,943-91.7% | $479+3.3% |