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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $19,021 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,477 | $86,940+24.8% | $102,434+5.9% | $80,935+34.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.02% | 18.89%-3.9pp | 29.46%-14.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,486 | $2,370+47.1% | $3,023+15.3% | $2,757+26.5% |
| Participant deferral / active EE | $2,342 | $4,121-43.2% | $5,055-53.7% | $4,299-45.5% |
| Admin fee / account holder | $180 | $8,047-97.8% | $9,462-98.1% | $6,924-97.4% |