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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $61,626 |
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 | $60,035 | $73,404-18.2% | $87,103-31.1% | $67,582-11.2% |
| Participation rate | 91.8% | 80.9%+11.0pp | 76.9%+15.0pp | 71.3%+20.6pp |
| Annual return | 22.09% | 48.29%-26.2pp | 28.19%-6.1pp | 378.57%-356.5pp |
| Employer contribution / active EE | $2,161 | $2,014+7.3% | $2,521-14.3% | $2,148+0.6% |
| Participant deferral / active EE | $4,036 | $3,913+3.1% | $4,049-0.3% | $3,539+14.0% |
| Admin fee / account holder | $145 | $142+2.2% | $7,491-98.1% | $142+1.7% |