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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $35,836 |
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $5,618 |
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 | $107,809 | $65,437+64.8% | $86,698+24.3% | $66,949+61.0% |
| Participation rate | 78.9% | 75.5%+3.4pp | 76.6%+2.3pp | 69.8%+9.0pp |
| Annual return | -15.05% | -10.91%-4.1pp | 35.96%-51.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,468 | $2,154+14.6% | $2,837-13.0% | $2,545-3.0% |
| Participant deferral / active EE | $5,152 | $4,102+25.6% | $4,656+10.6% | $4,239+21.5% |
| Admin fee / account holder | $191 | $642-70.2% | $7,492-97.5% | $594-67.8% |