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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $73,130 |
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 | $70,518 | $73,638-4.2% | $95,964-26.5% | $73,497-4.1% |
| Participation rate | 95.5% | 76.2%+19.3pp | 77.1%+18.4pp | 70.7%+24.8pp |
| Annual return | 12.64% | 16.78%-4.1pp | 91.64%-79.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $3,289 | $1,863+76.5% | $2,541+29.4% | $2,270+44.9% |
| Participant deferral / active EE | $6,210 | $3,617+71.7% | $4,167+49.0% | $3,740+66.1% |
| Admin fee / account holder | $181 | $482-62.5% | $6,797-97.3% | $513-64.8% |