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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $50,980 |
AMERICAN REALTY ADVISORS7 years Filed as: GERMAN AMERICAN FINANCIAL & TRUST Service code 27 711 MAIN STREET · JASPER, IN 47546 | Advisory (Plan) | $38,000 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,249 | $106,247+1.9% | $147,096-26.4% | $77,714+39.3% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 18.12% | 56.87%-38.7pp | 419.75%-401.6pp | 31.26%-13.1pp |
| Employer contribution / active EE | $3,985 | $4,069-2.1% | $4,936-19.3% | $2,727+46.1% |
| Participant deferral / active EE | $8,632 | $7,996+8.0% | $8,071+7.0% | $4,649+85.7% |
| Admin fee / account holder | $197 | $338-41.8% | $13,005-98.5% | $433-54.6% |