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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $39,714 |
MCF ADVISORS LLC5 years Filed as: MCF ADVISORS, LLC Service code 16 333 WEST VINE STREET · LEXINGTON, KY 40507 | Consulting | $10,626 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,913 | $91,372-24.6% | $130,045-47.0% | $74,460-7.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 19.81% | 23.21%-3.4pp | -137.30%+157.1pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,197 | $2,563-14.3% | $4,321-49.2% | $2,638-16.7% |
| Participant deferral / active EE | $5,112 | $4,721+8.3% | $5,820-12.2% | $4,530+12.9% |
| Admin fee / account holder | $158 | $283-44.1% | $10,600-98.5% | $348-54.5% |