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 | $16,692 |
Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $5,669 |
MATRIX TRUST COMPANY1 year Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY NA Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,968 | $91,439-84.7% | $135,974-89.7% | $71,511-80.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 14.91% | 29.90%-15.0pp | 68.30%-53.4pp | 28.86%-13.9pp |
| Employer contribution / active EE | $1,687 | $3,705-54.5% | $4,859-65.3% | $2,589-34.9% |
| Participant deferral / active EE | $1,340 | $7,093-81.1% | $7,760-82.7% | $4,291-68.8% |
| Admin fee / account holder | $108 | $1,267-91.5% | $10,767-99.0% | $1,588-93.2% |