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 |
|---|---|---|
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 | $101,653-51.0% | $147,080-66.1% | $74,459-33.1% |
| Participation rate | 76.1% | 75.6%+0.6pp | 82.2%-6.1pp | 67.2%+8.9pp |
| Annual return | 427.09% | 8754.98%-8327.9pp | 420.17%+6.9pp | 1369.70%-942.6pp |
| Employer contribution / active EE | $2,395 | $3,813-37.2% | $4,933-51.5% | $2,626-8.8% |
| Participant deferral / active EE | $4,979 | $7,304-31.8% | $8,066-38.3% | $4,350+14.5% |
| Admin fee / account holder | $65 | $1,752-96.3% | $12,989-99.5% | $1,945-96.6% |