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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 19 · EIN 46-5378846 | Securities Custodian | $8,391 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,253 | $66,486+246.3% | $81,370+183.0% | $77,762+196.1% |
| Participation rate | 82.6% | 68.7%+13.9pp | 69.5%+13.1pp | 70.6%+12.0pp |
| Annual return | 13.26% | 15.95%-2.7pp | 24.85%-11.6pp | 31.27%-18.0pp |
| Employer contribution / active EE | $4,968 | $2,158+130.3% | $2,464+101.6% | $2,728+82.1% |
| Participant deferral / active EE | $6,303 | $3,677+71.4% | $3,885+62.2% | $4,651+35.5% |
| Admin fee / account holder | $24 | $586-96.0% | $5,749-99.6% | $433-94.6% |