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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $77,446 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,241 |
MATRIX TRUST COMPANY3 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 | $117,023 | $95,417+22.6% | $135,974-13.9% | $74,460+57.2% |
| Participation rate | 65.0% | 78.2%-13.2pp | 81.9%-16.9pp | 70.7%-5.7pp |
| Annual return | 22.03% | 32.76%-10.7pp | 68.30%-46.3pp | 34.38%-12.3pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,260 | $7,789-32.5% | $7,760-32.2% | $4,530+16.1% |
| Admin fee / account holder | $162 | $266-39.2% | $10,767-98.5% | $348-53.5% |