Filed April 12, 2019
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $48,217 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant 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 | $54,058 | $89,436-39.6% | $164,813-67.2% | $77,643-30.4% |
| Participation rate | 96.4% | 78.6%+17.8pp | 78.6%+17.8pp | 70.6%+25.8pp |
| Annual return | 14.08% | 28.83%-14.7pp | 69.93%-55.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $793 | $2,569-69.1% | $4,341-81.7% | $2,726-70.9% |
| Participant deferral / active EE | $3,148 | $4,897-35.7% | $6,031-47.8% | $4,647-32.3% |
| Admin fee / account holder | $157 | $339-53.9% | $12,690-98.8% | $430-63.6% |