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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $49,689 |
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & CO. Service code 27 202 S. COLLEGE AVENUE · BLOOMINGTON, IN 47404 | Advisory (Plan) | $30,806 |
MATRIX TRUST COMPANY7+ years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $0 |
MATRIX TRUST COMPANY6 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Annual investment return 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 | $19,238 | $29,507-34.8% | $56,025-65.7% | $77,762-75.3% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 9.32% | 18.90%-9.6pp | 1712.69%-1703.4pp | 31.27%-21.9pp |
| Employer contribution / active EE | $1,005 | $570+76.5% | $1,042-3.5% | $2,728-63.1% |
| Participant deferral / active EE | $2,418 | $1,062+127.8% | $1,955+23.7% | $4,651-48.0% |
| Admin fee / account holder | $100 | $1,041-90.3% | $2,828-96.4% | $433-76.8% |