Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,257 |
Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $18,972 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 10 · EIN 74-1625348 | Accounting | $11,149 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,071 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $2,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,447 | $56,540-42.6% | $185,849-82.5% | $86,821-62.6% |
| Participation rate | 47.0% | 65.5%-18.6pp | 81.7%-34.8pp | 72.3%-25.3pp |
| Annual return | 11.96% | 118.20%-106.2pp | 122.10%-110.1pp | 97.94%-86.0pp |
| Employer contribution / active EE | $626 | $1,844-66.1% | $5,169-87.9% | $2,406-74.0% |
| Participant deferral / active EE | $1,242 | $2,555-51.4% | $5,569-77.7% | $4,132-69.9% |
| Admin fee / account holder | $170 | $150+13.8% | $16,244-99.0% | $170+0.4% |