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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $69,704 |
BAIRD FUNDS9+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 777 E. WISCONSIN AVENUE, FLOOR 22 · MILWAUKEE, WI 53202 | Advisory (Plan) | $38,237 |
MATRIX TRUST COMPANY4 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 | $155,538 | $50,919+205.5% | $155,5560% | $77,762+100.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 23.85% | 34.84%-11.0pp | 64.84%-41.0pp | 31.27%-7.4pp |
| Employer contribution / active EE | $10,761 | $1,991+440.4% | $4,675+130.2% | $2,728+294.5% |
| Participant deferral / active EE | $7,819 | $2,824+176.8% | $5,631+38.9% | $4,651+68.1% |
| Admin fee / account holder | $198 | $437-54.7% | $15,885-98.8% | $433-54.3% |