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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $169,760 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $31,626 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 P.O. BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $26,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,505 | $67,512-50.4% | $185,854-82.0% | $93,010-64.0% |
| Participation rate | 68.1% | 67.1%+1.0pp | 81.7%-13.6pp | 73.9%-5.8pp |
| Annual return | 16.46% | 21.04%-4.6pp | 122.12%-105.7pp | 158.70%-142.2pp |
| Employer contribution / active EE | $1,856 | $1,783+4.1% | $5,169-64.1% | $2,705-31.4% |
| Participant deferral / active EE | $2,303 | $3,035-24.1% | $5,569-58.6% | $4,561-49.5% |
| Admin fee / account holder | $169 | $318-46.7% | $16,246-99.0% | $152+11.6% |