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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $56,615 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 8801 RIVER CROSSING BLVD · INDIANAPOLIS, IN 46240 | Investment Management | $35,000 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,430 | $92,971-14.6% | $96,683-17.8% | $74,419+6.7% |
| Participation rate | 99.4% | 71.5%+27.9pp | 74.3%+25.1pp | 70.7%+28.7pp |
| Annual return | -6.57% | 37.49%-44.1pp | 35.69%-42.3pp | 34.38%-41.0pp |
| Employer contribution / active EE | $1,641 | $3,426-52.1% | $3,737-56.1% | $2,637-37.8% |
| Participant deferral / active EE | $4,434 | $3,970+11.7% | $4,878-9.1% | $4,528-2.1% |
| Admin fee / account holder | $226 | $633-64.3% | $6,730-96.6% | $348-35.1% |