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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $24,700 |
Filed as: TUMWATER WEALTH MANAGEMENT Service code 27 101 S. CAPITOL BLVD. SUITE 1603 · BOISE, ID 83702 | Advisory (Plan) | $21,249 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,533 | $65,083+2.2% | $143,788-53.7% | $66,930-0.6% |
| Participation rate | 76.7% | 65.2%+11.5pp | 80.3%-3.6pp | 69.8%+6.9pp |
| Annual return | -12.48% | -11.13%-1.3pp | -0.03%-12.4pp | 1.57%-14.1pp |
| Employer contribution / active EE | $2,588 | $2,361+9.6% | $4,952-47.7% | $2,545+1.7% |
| Participant deferral / active EE | $2,345 | $2,920-19.7% | $5,638-58.4% | $4,238-44.7% |
| Admin fee / account holder | $266 | $502-47.1% | $14,675-98.2% | $593-55.2% |