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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 19 · EIN 46-5378846 | Securities Custodian | $6,982 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,968 | $69,823+229.4% | $76,902+199.0% | $74,473+208.8% |
| Participation rate | 79.5% | 70.0%+9.5pp | 69.6%+9.9pp | 70.7%+8.8pp |
| Annual return | 14.46% | 19.99%-5.5pp | 37.91%-23.5pp | 34.36%-19.9pp |
| Employer contribution / active EE | $5,309 | $2,148+147.2% | $2,534+109.5% | $2,638+101.2% |
| Participant deferral / active EE | $6,875 | $3,558+93.2% | $3,833+79.3% | $4,530+51.8% |
| Admin fee / account holder | $22 | $398-94.5% | $5,479-99.6% | $347-93.7% |