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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $75,141 |
Filed as: MORGAN STANLEY Service code 27 411 E WISCONSIN AVE, SUITE 2200 · MILWAUKEE, WI 53202 | Advisory (Plan) | $31,909 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,407 | $66,486+109.7% | $81,370+71.3% | $77,762+79.3% |
| Participation rate | 93.5% | 68.7%+24.8pp | 69.5%+24.0pp | 70.6%+22.9pp |
| Annual return | 29.45% | 15.95%+13.5pp | 24.85%+4.6pp | 31.27%-1.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,464-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,884 | $3,677+87.2% | $3,885+77.2% | $4,651+48.0% |
| Admin fee / account holder | $202 | $586-65.6% | $5,749-96.5% | $433-53.4% |