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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 | Custodial (securities); Sub-transfer ... | $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 | $29,546-34.9% | $56,441-65.9% | $77,671-75.2% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 9.32% | 19.01%-9.7pp | 1704.21%-1694.9pp | 31.21%-21.9pp |
| Employer contribution / active EE | $1,005 | $568+77.0% | $1,039-3.2% | $2,726-63.1% |
| Participant deferral / active EE | $2,418 | $1,061+127.9% | $1,953+23.8% | $4,648-48.0% |
| Admin fee / account holder | $100 | $1,046-90.4% | $2,829-96.4% | $430-76.7% |