Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $74,798 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 411 E WISCONSIN AVE, SUITE 2200 · MILWAUKEE, WI 53202 | Advisory (Plan) | $36,761 |
MATRIX TRUST COMPANY5 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 | $146,857 | $140,800+4.3% | $89,340+64.4% | $79,634+84.4% |
| Participation rate | 92.9% | 61.9%+30.9pp | 69.6%+23.3pp | 62.5%+30.4pp |
| Annual return | 14.59% | 17.84%-3.3pp | 20.57%-6.0pp | 36.46%-21.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,231-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $7,242 | $3,219+125.0% | $3,823+89.4% | $3,835+88.8% |
| Admin fee / account holder | $205 | $1,610-87.3% | $6,704-96.9% | $1,002-79.5% |