Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 ONE AMERICA SQUARE · INDIANAPOLIS, IN 46206 | Recordkeeping | $44,082 |
SCHEFFEL BOYLE4 years Service code 10 · EIN 37-1206530 143 N KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $15,240 |
LOCAL 309 ELECTRICAL HEALTH AND WEL10+ years Service code 14 · EIN 37-6039515 2000A MALL STREET, STE A · COLLINSVILLE, IL 62234 | Plan Administrator | $12,704 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVS Service code 27 · EIN 81-3920167 ONE AMERICA SQUARE · INDIANAPOLIS, IN 46206 | Advisory (Plan) | $6,833 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $0 |
Participant contribution per participant 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 | $44,136 | $83,023-46.8% | $102,437-56.9% | $77,762-43.2% |
| Participation rate | 97.0% | 71.5%+25.4pp | 74.5%+22.4pp | 70.6%+26.4pp |
| Annual return | 12.44% | 19.12%-6.7pp | 24.95%-12.5pp | 31.27%-18.8pp |
| Employer contribution / active EE | $2,364 | $3,552-33.4% | $3,871-38.9% | $2,728-13.3% |
| Participant deferral / active EE | $904 | $4,110-78.0% | $5,060-82.1% | $4,651-80.6% |
| Admin fee / account holder | $141 | $639-77.9% | $8,388-98.3% | $433-67.4% |