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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $55,196 |
Filed as: ONEAMERICA INV ADV SERVICES, LLC Service code 28 · EIN 81-3920167 | Investment Management | $4,579 |
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 | $41,069 | $65,960-37.7% | $81,844-49.8% | $77,736-47.2% |
| Participation rate | 96.7% | 65.8%+30.9pp | 72.4%+24.3pp | 70.6%+26.1pp |
| Annual return | 16.40% | 26.64%-10.2pp | 778.87%-762.5pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,189 | $2,375-49.9% | $2,916-59.2% | $2,728-56.4% |
| Participant deferral / active EE | $4,076 | $3,505+16.3% | $4,323-5.7% | $4,651-12.4% |
| Admin fee / account holder | $138 | $526-73.8% | $7,355-98.1% | $433-68.1% |