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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $74,824 |
TSG FINANCIAL1 year Service code 28 · EIN 22-3886929 | Investment Management | $53,182 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,699 | $89,093-65.5% | $102,434-70.0% | $77,736-60.5% |
| Participation rate | 93.9% | 80.9%+13.0pp | 76.5%+17.4pp | 70.6%+23.3pp |
| Annual return | 40.42% | 25.03%+15.4pp | 29.46%+11.0pp | 31.26%+9.2pp |
| Employer contribution / active EE | $1,322 | $2,699-51.0% | $3,023-56.3% | $2,728-51.6% |
| Participant deferral / active EE | $3,744 | $5,147-27.3% | $5,055-25.9% | $4,651-19.5% |
| Admin fee / account holder | $138 | $236-41.5% | $9,462-98.5% | $433-68.2% |