Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,253 | $66,459+246.5% | $81,353+183.0% | $77,736+196.2% |
| Participation rate | 82.6% | 68.7%+13.9pp | 69.5%+13.1pp | 70.6%+12.0pp |
| Annual return | 13.26% | 15.95%-2.7pp | 24.82%-11.6pp | 31.26%-18.0pp |
| Employer contribution / active EE | $4,968 | $2,156+130.4% | $2,464+101.6% | $2,728+82.1% |
| Participant deferral / active EE | $6,303 | $3,674+71.5% | $3,885+62.2% | $4,651+35.5% |
| Admin fee / account holder | $24 | $585-96.0% | $5,766-99.6% | $433-94.6% |