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 | $31,086 |
MONETA GROUP LLC4 years Filed as: MONETA INVESTMENT ADVISORS Service code 27 100 SOUTH BRENTWOOD BLVD · ST. LOUIS, MO 63105 | Advisory (Plan) | $18,747 |
MATRIX TRUST COMPANY3 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 | $27,036 | $79,151-65.8% | $60,919-55.6% | $64,824-58.3% |
| Participation rate | 80.8% | 77.7%+3.0pp | 73.1%+7.7pp | 71.5%+9.3pp |
| Annual return | -17.74% | -7.12%-10.6pp | 16.96%-34.7pp | 32.84%-50.6pp |
| Employer contribution / active EE | $3,208 | $3,052+5.1% | $2,704+18.6% | $2,507+27.9% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,311-100.0% |
| Admin fee / account holder | $174 | $106+64.8% | $3,228-94.6% | $188-7.2% |