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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $67,291 |
BAIRD FUNDS8+ years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 777 E. WISCONSIN AVENUE, FLOOR 22 · MILWAUKEE, WI 53202 | Advisory (Plan) | $59,716 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,004 | $47,180+184.0% | $149,723-10.5% | $74,473+79.9% |
| Participation rate | 84.0% | 63.4%+20.6pp | 78.8%+5.2pp | 70.7%+13.3pp |
| Annual return | 8.50% | 22.75%-14.2pp | 134.50%-126.0pp | 34.36%-25.9pp |
| Employer contribution / active EE | $8,801 | $1,907+361.5% | $4,821+82.5% | $2,638+233.6% |
| Participant deferral / active EE | $6,300 | $2,730+130.7% | $5,682+10.9% | $4,530+39.1% |
| Admin fee / account holder | $258 | $343-24.9% | $13,215-98.1% | $347-25.8% |