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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 | Distribution (12b-1) fees; Sub-transf... | $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 | $101,672+40.4% | $147,117-2.9% | $74,478+91.7% |
| Participation rate | 72.2% | 75.5%-3.3pp | 82.2%-10.0pp | 67.2%+5.0pp |
| Annual return | 13.36% | 8757.83%-8744.5pp | 420.54%-407.2pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $6,107 | $3,813+60.2% | $4,932+23.8% | $2,626+132.5% |
| Participant deferral / active EE | $11,429 | $7,305+56.5% | $8,065+41.7% | $4,350+162.7% |
| Admin fee / account holder | $29 | $1,753-98.4% | $12,993-99.8% | $1,946-98.5% |