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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $43,190 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. Service code 27 202 S. COLLEGE AVENUE · BLOOMINGTON, IN 47404 | Advisory (Plan) | $32,861 |
MATRIX TRUST COMPANY4+ years Service code 18 · EIN 75-3182674 | Custodial (securities); Trustee (dire... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,818 | $30,555+76.1% | $80,741-33.3% | $86,821-38.0% |
| Participation rate | 61.7% | 37.2%+24.4pp | 54.2%+7.5pp | 72.3%-10.6pp |
| Annual return | 12.87% | 30.35%-17.5pp | 87.30%-74.4pp | 97.94%-85.1pp |
| Employer contribution / active EE | $338 | $472-28.5% | $1,160-70.9% | $2,406-86.0% |
| Participant deferral / active EE | $1,468 | $1,050+39.8% | $2,145-31.6% | $4,132-64.5% |
| Admin fee / account holder | $257 | $135+89.4% | $3,380-92.4% | $170+51.3% |