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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $110,150 |
NFP RETIREMENT INC8 years Filed as: NFP CORPORATE SERVICES Service code 17 · EIN 41-1505971 | Pension Consulting | $32,816 |
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 | $78,191 | $99,212-21.2% | $96,564-19.0% | $74,478+5.0% |
| Participation rate | 99.1% | 80.7%+18.4pp | 76.0%+23.1pp | 70.7%+28.4pp |
| Annual return | 24.58% | 22.40%+2.2pp | 25.89%-1.3pp | 34.37%-9.8pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $2,967-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,998 | $4,938+21.5% | $4,852+23.6% | $4,530+32.4% |
| Admin fee / account holder | $133 | $225-40.9% | $8,256-98.4% | $347-61.7% |