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| Provider | Service type | Compensation |
|---|---|---|
CES INS AGENCY INC9+ years Filed as: CES INSURANCE AGENCY INC Service code 26 · EIN 04-2865307 | Advisory (Participants) | $27,023 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,709 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $10,577 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 50 | Direct Payment | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,621 | $47,163-33.0% | $149,696-78.9% | $74,460-57.5% |
| Participation rate | 88.8% | 63.4%+25.4pp | 78.8%+10.0pp | 70.7%+18.1pp |
| Annual return | 13.85% | 22.75%-8.9pp | 134.46%-120.6pp | 34.38%-20.5pp |
| Employer contribution / active EE | $1,258 | $1,907-34.0% | $4,821-73.9% | $2,638-52.3% |
| Participant deferral / active EE | $2,320 | $2,730-15.0% | $5,682-59.2% | $4,530-48.8% |
| Admin fee / account holder | $72 | $343-78.9% | $13,212-99.5% | $348-79.2% |