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 Service code 15 · EIN 46-5378846 | Recordkeeping | $25,300 |
AMERICAN REALTY ADVISORS3 years Filed as: GERMAN AMERICAN FINANCIAL & TRUST Service code 27 711 MAIN STREET · JASPER, IN 47546 | Advisory (Plan) | $19,000 |
Filed as: WEALTH ADVISORY GROUP Service code 27 355 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $19,000 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $644 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,793 | $99,957+8.8% | $149,715-27.3% | $73,493+48.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 14.52% | 53.87%-39.4pp | 276.66%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $3,664 | $3,191+14.8% | $4,645-21.1% | $2,270+61.4% |
| Participant deferral / active EE | $7,433 | $6,073+22.4% | $6,842+8.6% | $3,740+98.8% |
| Admin fee / account holder | $249 | $551-54.7% | $9,310-97.3% | $513-51.4% |