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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $58,313 |
BAIRD FUNDS7+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 777 E. WISCONSIN AVENUE, FLOOR 22 · MILWAUKEE, WI 53202 | Advisory (Plan) | $35,292 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,403 | $46,332+149.1% | $143,797-19.7% | $64,824+78.0% |
| Participation rate | 83.7% | 64.2%+19.5pp | 80.3%+3.4pp | 71.5%+12.2pp |
| Annual return | -11.79% | -10.05%-1.7pp | -0.04%-11.8pp | 32.84%-44.6pp |
| Employer contribution / active EE | $8,765 | $1,911+358.6% | $4,952+77.0% | $2,507+249.6% |
| Participant deferral / active EE | $6,169 | $2,647+133.0% | $5,638+9.4% | $4,311+43.1% |
| Admin fee / account holder | $188 | $154+21.9% | $14,679-98.7% | $188-0.1% |