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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $28,518 |
MCF ADVISORS LLC3 years Filed as: MCF ADVISORS, LLC Service code 16 333 WEST VINE STREET · LEXINGTON, KY 40507 | Consulting | $7,395 |
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 | $67,442 | $86,225-21.8% | $146,685-54.0% | $86,813-22.3% |
| Participation rate | 97.0% | 78.0%+19.0pp | 80.1%+16.9pp | 72.3%+24.7pp |
| Annual return | 15.98% | 31.23%-15.3pp | 22.75%-6.8pp | 97.93%-81.9pp |
| Employer contribution / active EE | $2,093 | $2,392-12.5% | $4,137-49.4% | $2,406-13.0% |
| Participant deferral / active EE | $4,251 | $4,245+0.1% | $5,507-22.8% | $4,131+2.9% |
| Admin fee / account holder | $116 | $195-40.5% | $10,281-98.9% | $170-31.5% |