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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $102,891 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,658 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,152 | $106,264+27.2% | $147,117-8.1% | $77,762+73.8% |
| Participation rate | 61.2% | 78.4%-17.2pp | 82.2%-21.0pp | 70.6%-9.4pp |
| Annual return | 19.25% | 56.94%-37.7pp | 420.54%-401.3pp | 31.27%-12.0pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,325 | $8,003-33.5% | $8,065-34.0% | $4,651+14.5% |
| Admin fee / account holder | $220 | $334-34.1% | $12,993-98.3% | $433-49.1% |