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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $68,922 |
MATRIX TRUST COMPANY3 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 | $42,284 | $69,823-39.4% | $76,872-45.0% | $74,460-43.2% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 17.27% | 19.99%-2.7pp | 37.90%-20.6pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,464 | $2,148-31.8% | $2,533-42.2% | $2,638-44.5% |
| Participant deferral / active EE | $3,641 | $3,558+2.3% | $3,832-5.0% | $4,530-19.6% |
| Admin fee / account holder | $124 | $398-68.8% | $5,476-97.7% | $348-64.3% |