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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,150 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,499 | $92,076+93.9% | $105,607+69.0% | $77,736+129.6% |
| Participation rate | 94.6% | 81.0%+13.5pp | 75.3%+19.3pp | 70.6%+24.0pp |
| Annual return | 67.70% | 17.84%+49.9pp | 116.11%-48.4pp | 31.26%+36.4pp |
| Employer contribution / active EE | $2,757 | $3,370-18.2% | $3,167-13.0% | $2,728+1.1% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,011-100.0% | $4,651-100.0% |
| Admin fee / account holder | $8 | $219-96.1% | $10,958-99.9% | $433-98.0% |