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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $103,752 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $35,061 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 P.O. BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $20,851 |
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 | $26,607 | $56,095-52.6% | $178,503-85.1% | $90,274-70.5% |
| Participation rate | 80.6% | 65.6%+15.0pp | 81.9%-1.4pp | 73.4%+7.2pp |
| Annual return | 0.00% | 28.81%-28.8pp | 151.12%-151.1pp | 53.97%-54.0pp |
| Employer contribution / active EE | $2,210 | $1,572+40.5% | $5,011-55.9% | $2,523-12.4% |
| Participant deferral / active EE | $2,552 | $2,669-4.4% | $5,202-50.9% | $4,231-39.7% |
| Admin fee / account holder | $116 | $101+15.0% | $13,987-99.2% | $114+1.4% |