Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,959 |
Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICE, LLC Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,603 | $79,961+45.8% | $98,462+18.4% | $75,177+55.1% |
| Participation rate | 81.7% | 70.4%+11.3pp | 75.2%+6.5pp | 67.2%+14.5pp |
| Annual return | 11.81% | 19.75%-7.9pp | 21.17%-9.4pp | 160.75%-148.9pp |
| Employer contribution / active EE | $3,601 | $2,264+59.0% | $3,049+18.1% | $2,671+34.8% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $34 | $6,842-99.5% | $8,875-99.6% | $5,651-99.4% |