Filed August 18, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,456 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,644 | $104,479-1.8% | $159,474-35.6% | $79,391+29.3% |
| Participation rate | 98.5% | 76.6%+21.9pp | 82.8%+15.7pp | 70.7%+27.8pp |
| Annual return | 16.06% | 67.98%-51.9pp | 263.68%-247.6pp | 116.88%-100.8pp |
| Employer contribution / active EE | $6,953 | $3,417+103.5% | $4,831+43.9% | $2,428+186.4% |
| Participant deferral / active EE | $8,786 | $6,468+35.8% | $7,353+19.5% | $4,046+117.2% |
| Admin fee / account holder | $209 | $711-70.7% | $10,802-98.1% | $627-66.7% |