Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $19,039 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,926 | $104,479+148.8% | $159,474+63.0% | $79,391+227.4% |
| Participation rate | 87.2% | 76.6%+10.6pp | 82.8%+4.3pp | 70.7%+16.5pp |
| Annual return | 15.94% | 67.98%-52.0pp | 263.68%-247.7pp | 116.88%-100.9pp |
| Employer contribution / active EE | $8,866 | $3,417+159.5% | $4,831+83.5% | $2,428+265.2% |
| Participant deferral / active EE | $11,927 | $6,468+84.4% | $7,353+62.2% | $4,046+194.8% |
| Admin fee / account holder | $118 | $711-83.4% | $10,802-98.9% | $627-81.1% |