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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $72,451 |
BAIRD FUNDS8+ years Filed as: ROBERT W BAIRD Service code 27 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $48,346 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,182 | $69,823+62.1% | $76,902+47.2% | $74,473+52.0% |
| Participation rate | 97.1% | 70.0%+27.1pp | 69.6%+27.5pp | 70.7%+26.4pp |
| Annual return | 17.74% | 19.99%-2.2pp | 37.91%-20.2pp | 34.36%-16.6pp |
| Employer contribution / active EE | $0 | $2,148-100.0% | $2,534-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $6,535 | $3,558+83.7% | $3,833+70.5% | $4,530+44.3% |
| Admin fee / account holder | $222 | $398-44.3% | $5,479-96.0% | $347-36.1% |