Filed July 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $110,579 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $17,699 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,936 | $104,317+45.6% | $159,436-4.7% | $86,799+75.0% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.8%+12.9pp | 72.3%+23.5pp |
| Annual return | 14.77% | 26.32%-11.6pp | 263.57%-248.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,754 | $3,451-20.2% | $4,829-43.0% | $2,405+14.5% |
| Participant deferral / active EE | $9,964 | $6,837+45.7% | $7,352+35.5% | $4,131+141.2% |
| Admin fee / account holder | $271 | $172+57.1% | $10,799-97.5% | $170+59.6% |