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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 10100 INNOVATION DRIVE, SUITE 250 · WAUWATOSA, WI 53226 | Recordkeeping | $52,939 |
SCHEFFEL BOYLE1 year Service code 10 · EIN 37-1206530 143 N KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $11,345 |
Service code 14 · EIN 37-6039515 2000A MALL STREET, STE A · COLLINSVILLE, IL 62234 | Plan Administrator | $8,985 |
Participant contribution per participant 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 | $39,021 | $78,275-50.1% | $109,163-64.3% | $86,813-55.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 14.60% | 19.14%-4.5pp | 25.75%-11.2pp | 97.93%-83.3pp |
| Employer contribution / active EE | $1,311 | $3,105-57.8% | $3,723-64.8% | $2,406-45.5% |
| Participant deferral / active EE | $753 | $3,641-79.3% | $4,654-83.8% | $4,131-81.8% |
| Admin fee / account holder | $150 | $198-24.5% | $6,754-97.8% | $170-11.6% |