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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $52,031 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 14 · EIN 46-5378846 | Plan Administrator | $6,331 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,843 | $101,539-50.9% | $147,041-66.1% | $74,400-33.0% |
| Participation rate | 76.1% | 75.5%+0.6pp | 82.2%-6.0pp | 67.2%+8.9pp |
| Annual return | 427.09% | 8740.84%-8313.7pp | 419.21%+7.9pp | 1367.51%-940.4pp |
| Employer contribution / active EE | $2,395 | $3,811-37.2% | $4,935-51.5% | $2,624-8.7% |
| Participant deferral / active EE | $4,979 | $7,304-31.8% | $8,071-38.3% | $4,348+14.5% |
| Admin fee / account holder | $65 | $1,749-96.3% | $13,006-99.5% | $1,944-96.6% |