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 | $126,421 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $56,919 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 28 5565 GLENRIDGE CONNECTOR NE · ATLANTA, GA 30342 | Investment Management | $13,061 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 28 · EIN 47-0533629 | Investment Management | $11,606 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-2859641 | Investment Management | $11,427 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,193 | $95,438+251.2% | $135,998+146.5% | $74,478+350.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.82% | 32.61%-12.8pp | 68.37%-48.6pp | 34.37%-14.5pp |
| Employer contribution / active EE | $6,821 | $3,878+75.9% | $4,860+40.4% | $2,637+158.7% |
| Participant deferral / active EE | $15,702 | $7,790+101.6% | $7,761+102.3% | $4,530+246.6% |
| Admin fee / account holder | $183 | $259-29.2% | $10,769-98.3% | $347-47.2% |