Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $79,153 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 15 · EIN 72-1560834 | Recordkeeping | $55,195 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,219 | $103,024-38.6% | $112,040-43.6% | $79,634-20.6% |
| Participation rate | 98.0% | 80.6%+17.4pp | 76.5%+21.5pp | 62.5%+35.5pp |
| Annual return | 19.96% | 17.60%+2.4pp | 24.52%-4.6pp | 36.46%-16.5pp |
| Employer contribution / active EE | $2,345 | $3,015-22.2% | $2,954-20.6% | $2,529-7.3% |
| Participant deferral / active EE | $4,595 | $5,233-12.2% | $5,098-9.9% | $3,835+19.8% |
| Admin fee / account holder | $190 | $465-59.1% | $12,098-98.4% | $1,002-81.0% |