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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 | $106,230+1.9% | $147,080-26.4% | $77,736+39.3% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 18.12% | 56.91%-38.8pp | 420.17%-402.0pp | 31.26%-13.1pp |
| Employer contribution / active EE | $3,985 | $4,072-2.1% | $4,933-19.2% | $2,728+46.1% |
| Participant deferral / active EE | $8,632 | $8,001+7.9% | $8,066+7.0% | $4,651+85.6% |
| Admin fee / account holder | $197 | $338-41.8% | $12,989-98.5% | $433-54.6% |