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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $158,312 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 27 P.O. BOX 219153 · KANSAS CITY, MO 641219153 | Advisory (Plan) | $67,380 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $30,775 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $14,755 |
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 | $30,892 | $45,000-31.4% | $143,801-78.5% | $77,906-60.3% |
| Participation rate | 64.2% | 66.8%-2.6pp | 80.3%-16.1pp | 73.7%-9.4pp |
| Annual return | -12.15% | 29.03%-41.2pp | -0.04%-12.1pp | 12.16%-24.3pp |
| Employer contribution / active EE | $1,935 | $1,870+3.5% | $4,952-60.9% | $2,846-32.0% |
| Participant deferral / active EE | $2,410 | $3,157-23.7% | $5,639-57.3% | $4,805-49.9% |
| Admin fee / account holder | $188 | $98+90.8% | $14,680-98.7% | $133+41.6% |