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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $37,381 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,884 | $61,166-7.0% | $185,849-69.4% | $79,391-28.3% |
| Participation rate | 75.0% | 66.6%+8.4pp | 81.7%-6.7pp | 70.7%+4.3pp |
| Annual return | 28.59% | 19.45%+9.1pp | 122.10%-93.5pp | 116.88%-88.3pp |
| Employer contribution / active EE | $1,930 | $2,321-16.8% | $5,169-62.7% | $2,428-20.5% |
| Participant deferral / active EE | $3,501 | $2,789+25.5% | $5,569-37.1% | $4,046-13.5% |
| Admin fee / account holder | $171 | $710-76.0% | $16,244-98.9% | $627-72.8% |