Filed August 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $24,323 |
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 | $82,130 | $66,459+23.6% | $81,353+1.0% | $77,736+5.7% |
| Participation rate | 43.2% | 68.7%-25.6pp | 69.5%-26.4pp | 70.6%-27.4pp |
| Annual return | 13.20% | 15.95%-2.8pp | 24.82%-11.6pp | 31.26%-18.1pp |
| Employer contribution / active EE | $1,058 | $2,156-50.9% | $2,464-57.1% | $2,728-61.2% |
| Participant deferral / active EE | $1,511 | $3,674-58.9% | $3,885-61.1% | $4,651-67.5% |
| Admin fee / account holder | $182 | $585-68.9% | $5,766-96.8% | $433-58.1% |