Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $209,575 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $82,939 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,317 | $110,282-61.6% | $102,434-58.7% | $199,960-78.8% |
| Participation rate | 98.6% | 86.3%+12.3pp | 76.5%+22.1pp | 72.0%+26.6pp |
| Annual return | 19.02% | 35.75%-16.7pp | 29.46%-10.4pp | 34.28%-15.3pp |
| Employer contribution / active EE | $2,196 | $3,603-39.0% | $3,023-27.3% | $3,036-27.6% |
| Participant deferral / active EE | $5,528 | $6,376-13.3% | $5,055+9.4% | $5,087+8.7% |
| Admin fee / account holder | $192 | $122+57.0% | $9,462-98.0% | $269-28.7% |