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 | $31,702 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,870 | $79,223-1.7% | $102,460-24.0% | $74,478+4.6% |
| Participation rate | 91.6% | 74.8%+16.8pp | 76.5%+15.1pp | 67.2%+24.4pp |
| Annual return | 16.39% | 54.98%-38.6pp | 29.47%-13.1pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $1,039 | $2,363-56.0% | $3,025-65.6% | $2,626-60.4% |
| Participant deferral / active EE | $4,102 | $4,417-7.1% | $5,056-18.9% | $4,350-5.7% |
| Admin fee / account holder | $242 | $2,003-87.9% | $9,460-97.4% | $1,946-87.6% |