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 | $31,920 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); In... | $0 |
MATRIX TRUST COMPANY4 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 | $109,868 | $91,439+20.2% | $135,974-19.2% | $71,511+53.6% |
| Participation rate | 96.1% | 75.7%+20.5pp | 81.9%+14.2pp | 67.9%+28.2pp |
| Annual return | 18.76% | 29.90%-11.1pp | 68.30%-49.5pp | 28.86%-10.1pp |
| Employer contribution / active EE | $7,639 | $3,705+106.2% | $4,859+57.2% | $2,589+195.0% |
| Participant deferral / active EE | $9,057 | $7,093+27.7% | $7,760+16.7% | $4,291+111.1% |
| Admin fee / account holder | $156 | $1,267-87.7% | $10,767-98.6% | $1,588-90.2% |