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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $3,280 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO., DBA MATRIX TRUST CO. Service code 20 · EIN 75-3182674 | Soft dollars commissions; Trustee (di... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,261 | $88,324-22.7% | $115,038-40.7% | $55,191+23.7% |
| Participation rate | 97.4% | 72.5%+24.9pp | 81.4%+16.0pp | 69.2%+28.2pp |
| Annual return | -1.02% | 6.30%-7.3pp | 26.14%-27.2pp | 10.78%-11.8pp |
| Employer contribution / active EE | $4,477 | $2,805+59.6% | $4,608-2.8% | $1,899+135.8% |
| Participant deferral / active EE | $7,432 | $5,042+47.4% | $6,026+23.3% | $3,046+143.9% |
| Admin fee / account holder | $3 | $105-97.1% | $8,175-100.0% | $91-96.6% |