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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $7,278 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST CO DBA MATRIX TRUST CO Service code 62 · EIN 75-3182674 | Float revenue; Soft dollars commissions | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,973 | $52,884+32.3% | $84,753-17.4% | $55,167+26.8% |
| Participation rate | 75.2% | 67.5%+7.7pp | 76.6%-1.3pp | 69.0%+6.3pp |
| Annual return | 15.73% | 18.03%-2.3pp | 22.78%-7.1pp | 169.23%-153.5pp |
| Employer contribution / active EE | $2,878 | $2,233+28.8% | $3,574-19.5% | $1,963+46.6% |
| Participant deferral / active EE | $6,031 | $2,644+128.1% | $3,712+62.5% | $3,054+97.5% |
| Admin fee / account holder | $74 | $581-87.2% | $5,333-98.6% | $504-85.2% |