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| Provider | Service type | Compensation |
|---|---|---|
ONEAMERICA RETIREMENT SERVICES LLC11+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO Service code 37 · EIN 35-0145825 | Loan Processing | $18,567 |
3 funds of $250K or more; 26 lines in all, holding $3.7M of the plan's $5.0M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Vip Grth Init Mutual Fund Fidelity (FMR) · Mutual fund | $942K | 25.4% |
| Fidelity Fidelity Vip Contrafd Init Mutual Fund Shares Fidelity (FMR) · Mutual fund | $674K | 18.1% |
| Janus Henderson Jan Hen Vit Balanced Svc Mutual Fund Janus Henderson · Mutual fund Possible retail class Service | $453K | 12.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $349K | 9.4% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $231K | 6.2% |
| Invesco Invesco Gold & Spcl Min A Mutual Fund Shares Invesco · Mutual fund | $176K | 4.7% |
| American Funds Amerfds American Balanced R4 Mutual Fund Shares Capital Group · Mutual fund | $171K | 4.6% |
| Pgim Jenn Health Sci Z Mutual Fund Prudential (PGIM) · Mutual fund | $117K | 3.2% |
| MFS Mid Cap Growth Fund A MFS (Sun Life) · Mutual fund | $105K | 2.8% |
| American Funds Amerfds New Perspective R4 Mutual Fund Shares Capital Group · Mutual fund | $100K | 2.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.