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 | $28,741 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; C... | $0 |
MATRIX TRUST COMPANY3 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 | $85,830 | $84,499+1.6% | $125,391-31.6% | $66,949+28.2% |
| Participation rate | 96.7% | 76.4%+20.3pp | 82.4%+14.3pp | 69.8%+26.9pp |
| Annual return | -17.85% | -8.49%-9.4pp | 572.41%-590.3pp | 1.57%-19.4pp |
| Employer contribution / active EE | $7,385 | $3,554+107.8% | $4,816+53.4% | $2,545+190.1% |
| Participant deferral / active EE | $8,701 | $6,785+28.2% | $7,448+16.8% | $4,239+105.2% |
| Admin fee / account holder | $137 | $685-80.0% | $10,009-98.6% | $594-76.9% |