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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 | $106,247+27.2% | $147,096-8.1% | $77,714+73.9% |
| Participation rate | 61.2% | 78.4%-17.2pp | 82.2%-20.9pp | 70.6%-9.4pp |
| Annual return | 19.25% | 56.87%-37.6pp | 419.75%-400.5pp | 31.26%-12.0pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $5,325 | $7,996-33.4% | $8,071-34.0% | $4,649+14.5% |
| Admin fee / account holder | $220 | $338-34.9% | $13,005-98.3% | $433-49.1% |