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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 | $66,459+246.5% | $81,286+183.3% | $77,714+196.3% |
| Participation rate | 82.6% | 68.7%+13.9pp | 69.5%+13.1pp | 70.6%+12.1pp |
| Annual return | 13.26% | 15.95%-2.7pp | 24.80%-11.5pp | 31.26%-18.0pp |
| Employer contribution / active EE | $4,968 | $2,156+130.4% | $2,463+101.7% | $2,727+82.2% |
| Participant deferral / active EE | $6,303 | $3,674+71.5% | $3,883+62.3% | $4,649+35.6% |
| Admin fee / account holder | $24 | $585-96.0% | $5,764-99.6% | $433-94.6% |