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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $18,585 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,692 | $85,713+7.0% | $86,698+5.8% | - |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | - |
| Annual return | -14.27% | -20.12%+5.8pp | 35.96%-50.2pp | - |
| Employer contribution / active EE | $3,211 | $1,789+79.5% | $2,837+13.2% | - |
| Participant deferral / active EE | $2,431 | $3,318-26.7% | $4,656-47.8% | - |
| Admin fee / account holder | $169 | $28,935-99.4% | $7,492-97.7% | - |