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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $62,498 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $9,213 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,385 | $66,486-25.7% | $81,370-39.3% | $77,762-36.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 13.52% | 15.95%-2.4pp | 24.85%-11.3pp | 31.27%-17.8pp |
| Employer contribution / active EE | $1,550 | $2,158-28.2% | $2,464-37.1% | $2,728-43.2% |
| Participant deferral / active EE | $3,859 | $3,677+5.0% | $3,885-0.7% | $4,651-17.0% |
| Admin fee / account holder | $127 | $586-78.3% | $5,749-97.8% | $433-70.6% |