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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $18,338 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,787 | $80,983+22.0% | $96,544+2.3% | $75,177+31.4% |
| Participation rate | 98.9% | 71.8%+27.1pp | 76.0%+22.9pp | 67.2%+31.7pp |
| Annual return | 17.27% | 27.05%-9.8pp | 25.88%-8.6pp | 160.75%-143.5pp |
| Employer contribution / active EE | $3,451 | $2,282+51.2% | $2,966+16.3% | $2,671+29.2% |
| Participant deferral / active EE | $2,319 | $3,929-41.0% | $4,851-52.2% | $4,126-43.8% |
| Admin fee / account holder | $163 | $6,717-97.6% | $8,254-98.0% | $5,651-97.1% |