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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $36,710 |
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 | $124,939 | $76,112+64.2% | $96,544+29.4% | $71,529+74.7% |
| Participation rate | 73.0% | 74.4%-1.4pp | 76.0%-3.0pp | 67.9%+5.1pp |
| Annual return | 16.80% | 22.80%-6.0pp | 25.88%-9.1pp | 28.97%-12.2pp |
| Employer contribution / active EE | $2,391 | $2,248+6.3% | $2,966-19.4% | $2,590-7.7% |
| Participant deferral / active EE | $4,537 | $4,217+7.6% | $4,851-6.5% | $4,291+5.7% |
| Admin fee / account holder | $194 | $2,708-92.8% | $8,254-97.6% | $1,588-87.8% |