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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $34,792 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer 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 | $29,277 | $49,471-40.8% | $79,583-63.2% | $66,949-56.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -15.55% | 84.30%-99.9pp | 0.16%-15.7pp | 1.57%-17.1pp |
| Employer contribution / active EE | $199 | $1,266-84.2% | $2,414-91.7% | $2,545-92.2% |
| Participant deferral / active EE | $2,428 | $3,160-23.2% | $3,986-39.1% | $4,239-42.7% |
| Admin fee / account holder | $174 | $595-70.8% | $6,835-97.5% | $594-70.7% |