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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $81,265 |
MCF ADVISORS LLC4 years Filed as: MCF ADVISORS, LLC Service code 16 333 WEST VINE STREET · LEXINGTON, KY 40507 | Consulting | $11,666 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,934 | $71,142-27.0% | $119,622-56.6% | $64,819-19.9% |
| Participation rate | 98.3% | 78.6%+19.7pp | 79.3%+19.0pp | 71.5%+26.8pp |
| Annual return | -16.80% | -10.01%-6.8pp | -14.98%-1.8pp | 32.84%-49.6pp |
| Employer contribution / active EE | $2,060 | $2,497-17.5% | $4,232-51.3% | $2,507-17.8% |
| Participant deferral / active EE | $4,160 | $4,490-7.3% | $5,601-25.7% | $4,311-3.5% |
| Admin fee / account holder | $272 | $162+67.6% | $10,328-97.4% | $188+44.7% |