Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $35,278 |
MONETA GROUP LLC6 years Filed as: MONETA INVESTMENT ADVISORS Service code 27 100 SOUTH BRENTWOOD BLVD · ST. LOUIS, MO 63105 | Advisory (Plan) | $29,632 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,309 | $91,710-67.0% | $67,560-55.1% | $77,762-61.0% |
| Participation rate | 96.9% | 76.0%+20.8pp | 72.9%+23.9pp | 70.6%+26.3pp |
| Annual return | 11.03% | 14.88%-3.8pp | 3533.50%-3522.5pp | 31.27%-20.2pp |
| Employer contribution / active EE | $1,626 | $3,187-49.0% | $2,737-40.6% | $2,728-40.4% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $187 | $245-23.8% | $3,994-95.3% | $433-56.9% |