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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $136,473 |
NFP RETIREMENT INC7 years Filed as: NFP CORPORATE SERVICES Service code 17 · EIN 41-1505971 | Pension Consulting | $31,860 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,441 | $72,303+0.2% | $86,717-16.5% | $64,829+11.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -6.86% | 392.77%-399.6pp | 35.97%-42.8pp | 32.85%-39.7pp |
| Employer contribution / active EE | $1 | $2,393-99.9% | $2,837-100.0% | $2,507-99.9% |
| Participant deferral / active EE | $5,722 | $4,660+22.8% | $4,657+22.9% | $4,312+32.7% |
| Admin fee / account holder | $153 | $174-11.8% | $7,494-98.0% | $188-18.3% |