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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $4,278 |
MATRIX TRUST COMPANY7 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $0 |
MATRIX TRUST COMPANY7 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Annual investment return 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 | $120,522 | $91,439+31.8% | $135,974-11.4% | $71,511+68.5% |
| Participation rate | 70.7% | 75.7%-4.9pp | 81.9%-11.2pp | 67.9%+2.8pp |
| Annual return | 16.27% | 29.90%-13.6pp | 68.30%-52.0pp | 28.86%-12.6pp |
| Employer contribution / active EE | $5,640 | $3,705+52.2% | $4,859+16.1% | $2,589+117.8% |
| Participant deferral / active EE | $10,120 | $7,093+42.7% | $7,760+30.4% | $4,291+135.9% |
| Admin fee / account holder | $25 | $1,267-98.0% | $10,767-99.8% | $1,588-98.4% |