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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $16,727 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,944 | $79,955-18.8% | $98,461-34.0% | $75,173-13.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 21.09% | 19.75%+1.3pp | 21.17%-0.1pp | 160.72%-139.6pp |
| Employer contribution / active EE | $5,011 | $2,264+121.3% | $3,049+64.4% | $2,671+87.6% |
| Participant deferral / active EE | $5,913 | $3,752+57.6% | $4,738+24.8% | $4,126+43.3% |
| Admin fee / account holder | $139 | $6,841-98.0% | $8,961-98.4% | $5,651-97.5% |