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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $38,528 |
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $5,800 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,737 | $88,982+51.4% | $102,438+31.5% | $77,671+73.5% |
| Participation rate | 67.2% | 80.9%-13.7pp | 76.5%-9.3pp | 70.6%-3.4pp |
| Annual return | 13.67% | 25.01%-11.3pp | 29.37%-15.7pp | 31.21%-17.5pp |
| Employer contribution / active EE | $2,193 | $2,698-18.7% | $3,024-27.5% | $2,726-19.6% |
| Participant deferral / active EE | $4,214 | $5,144-18.1% | $5,054-16.6% | $4,648-9.3% |
| Admin fee / account holder | $221 | $236-6.4% | $9,448-97.7% | $430-48.8% |