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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,197 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $12,576 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,092 | $50,815-88.0% | $155,509-96.1% | $77,643-92.2% |
| Participation rate | 77.5% | 63.1%+14.3pp | 78.2%-0.7pp | 70.6%+6.9pp |
| Annual return | 12.17% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $340 | $1,993-82.9% | $4,672-92.7% | $2,726-87.5% |
| Participant deferral / active EE | $1,948 | $2,822-31.0% | $5,626-65.4% | $4,647-58.1% |
| Admin fee / account holder | $75 | $437-82.9% | $15,912-99.5% | $430-82.7% |