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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $78,432 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,735 | $84,936-7.3% | $111,308-29.3% | $79,391-0.8% |
| Participation rate | 94.3% | 75.9%+18.5pp | 77.3%+17.0pp | 70.7%+23.6pp |
| Annual return | 10.71% | 17.45%-6.7pp | 54.67%-44.0pp | 116.88%-106.2pp |
| Employer contribution / active EE | $2,257 | $1,979+14.1% | $2,732-17.4% | $2,428-7.0% |
| Participant deferral / active EE | $4,269 | $3,888+9.8% | $4,487-4.9% | $4,046+5.5% |
| Admin fee / account holder | $244 | $537-54.5% | $7,965-96.9% | $627-61.0% |