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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $78,170 |
CES INS AGENCY INC10+ years Filed as: CES INSURANCE AGENCY INC Service code 26 · EIN 04-2865307 | Advisory (Participants) | $40,605 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
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 | $33,509 | $50,919-34.2% | $155,556-78.5% | $77,762-56.9% |
| Participation rate | 91.9% | 63.1%+28.8pp | 78.2%+13.7pp | 70.6%+21.3pp |
| Annual return | 11.15% | 34.84%-23.7pp | 64.84%-53.7pp | 31.27%-20.1pp |
| Employer contribution / active EE | $1,274 | $1,991-36.0% | $4,675-72.7% | $2,728-53.3% |
| Participant deferral / active EE | $2,487 | $2,824-12.0% | $5,631-55.8% | $4,651-46.5% |
| Admin fee / account holder | $207 | $437-52.7% | $15,885-98.7% | $433-52.3% |