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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $86,787 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 15 · EIN 72-1560834 | Recordkeeping | $51,696 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,999 | $89,123-37.2% | $102,460-45.3% | $77,762-28.0% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 14.68% | 25.05%-10.4pp | 29.47%-14.8pp | 31.27%-16.6pp |
| Employer contribution / active EE | $2,333 | $2,700-13.6% | $3,025-22.9% | $2,728-14.5% |
| Participant deferral / active EE | $4,369 | $5,148-15.1% | $5,056-13.6% | $4,651-6.1% |
| Admin fee / account holder | $218 | $236-7.7% | $9,460-97.7% | $433-49.7% |