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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $17,023 |
MATRIX TRUST COMPANY2 years Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,322 | $87,060-19.2% | $105,591-33.4% | $80,911-13.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.05% | 17.05%-5.0pp | 116.43%-104.4pp | 35.63%-23.6pp |
| Employer contribution / active EE | $5,271 | $2,396+120.0% | $3,166+66.5% | $2,756+91.3% |
| Participant deferral / active EE | $5,803 | $3,986+45.6% | $5,008+15.9% | $4,297+35.0% |
| Admin fee / account holder | $142 | $8,442-98.3% | $11,024-98.7% | $6,935-98.0% |