Filed February 7, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 45-5378846 | Recordkeeping | $3,711 |
MATRIX TRUST COMPANY5 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.
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 | $36,153 | $66,459-45.6% | $81,353-55.6% | $77,736-53.5% |
| Participation rate | 66.4% | 68.7%-2.3pp | 69.5%-3.1pp | 70.6%-4.2pp |
| Annual return | 9.46% | 15.95%-6.5pp | 24.82%-15.4pp | 31.26%-21.8pp |
| Employer contribution / active EE | $5,272 | $2,156+144.5% | $2,464+114.0% | $2,728+93.3% |
| Participant deferral / active EE | $0 | $3,674-100.0% | $3,885-100.0% | $4,651-100.0% |
| Admin fee / account holder | $5 | $585-99.2% | $5,766-99.9% | $433-98.9% |