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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $4,913 |
MATRIX TRUST COMPANY8 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (other than ... | $0 |
MATRIX TRUST COMPANY8 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,786 | $101,591+40.6% | $147,096-2.9% | $74,429+91.8% |
| Participation rate | 72.2% | 75.5%-3.3pp | 82.2%-10.0pp | 67.2%+5.0pp |
| Annual return | 13.36% | 8746.45%-8733.1pp | 419.75%-406.4pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $6,107 | $3,813+60.2% | $4,936+23.7% | $2,625+132.7% |
| Participant deferral / active EE | $11,429 | $7,302+56.5% | $8,071+41.6% | $4,348+162.8% |
| Admin fee / account holder | $29 | $1,750-98.3% | $13,005-99.8% | $1,944-98.5% |