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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $40,173 |
BAIRD FUNDS4 years Filed as: ROBERT W. BAIRD & CO. Service code 27 202 S. COLLEGE AVENUE · BLOOMINGTON, IN 47404 | Advisory (Plan) | $27,225 |
MATRIX TRUST COMPANY6+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Su... | $0 |
MATRIX TRUST COMPANY5 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 | $29,271 | $26,137+12.0% | $58,561-50.0% | $74,460-60.7% |
| Participation rate | 78.3% | 32.2%+46.2pp | 50.9%+27.4pp | 70.7%+7.6pp |
| Annual return | 12.41% | 32.53%-20.1pp | 4251.33%-4238.9pp | 34.38%-22.0pp |
| Employer contribution / active EE | $898 | $537+67.4% | $1,053-14.7% | $2,638-65.9% |
| Participant deferral / active EE | $2,199 | $1,076+104.4% | $1,923+14.3% | $4,530-51.5% |
| Admin fee / account holder | $128 | $648-80.2% | $2,520-94.9% | $348-63.1% |