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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $43,491 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. Service code 27 202 S. COLLEGE AVENUE · BLOOMINGTON, IN 47404 | Advisory (Plan) | $28,769 |
MATRIX TRUST COMPANY5+ years Service code 18 · EIN 75-3182674 | Custodial (securities); Sub-transfer ... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,087 | $30,107-6.7% | $61,452-54.3% | $64,819-56.7% |
| Participation rate | 83.6% | 36.4%+47.2pp | 52.6%+31.0pp | 71.5%+12.1pp |
| Annual return | -13.74% | -13.99%+0.2pp | 338.96%-352.7pp | 32.84%-46.6pp |
| Employer contribution / active EE | $832 | $537+55.1% | $1,160-28.2% | $2,507-66.8% |
| Participant deferral / active EE | $2,015 | $1,126+78.9% | $2,125-5.2% | $4,311-53.3% |
| Admin fee / account holder | $155 | $148+4.8% | $2,131-92.7% | $188-17.3% |