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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $79,327 |
BAIRD FUNDS7+ years Filed as: ROBERT W BAIRD Service code 27 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $56,790 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,682 | $56,503+87.0% | $69,890+51.2% | $64,824+63.0% |
| Participation rate | 96.2% | 70.5%+25.7pp | 70.5%+25.7pp | 71.5%+24.7pp |
| Annual return | -15.22% | -13.44%-1.8pp | 190.84%-206.1pp | 32.84%-48.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,560-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $6,153 | $3,389+81.5% | $3,848+59.9% | $4,311+42.7% |
| Admin fee / account holder | $257 | $160+60.2% | $6,267-95.9% | $188+36.7% |