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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $31,662 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,143 | $71,873-13.5% | $86,698-28.3% | $68,490-9.3% |
| Participation rate | 87.8% | 72.2%+15.5pp | 76.6%+11.2pp | 67.9%+19.9pp |
| Annual return | -17.95% | 3.54%-21.5pp | 35.96%-53.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $908 | $2,173-58.2% | $2,837-68.0% | $2,597-65.1% |
| Participant deferral / active EE | $3,546 | $3,779-6.2% | $4,656-23.9% | $4,028-12.0% |
| Admin fee / account holder | $236 | $6,110-96.1% | $7,492-96.8% | $5,403-95.6% |