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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $286,733 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Float revenue; Trustee (bank, trust c... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $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 | $57,069 | $105,173-45.7% | $87,104-34.5% | $77,775-26.6% |
| Participation rate | 83.8% | 85.8%-2.0pp | 76.9%+6.9pp | 73.2%+10.5pp |
| Annual return | 20.87% | 24.52%-3.6pp | 28.19%-7.3pp | 32.58%-11.7pp |
| Employer contribution / active EE | $1,576 | $2,890-45.5% | $2,521-37.5% | $2,504-37.1% |
| Participant deferral / active EE | $3,305 | $5,048-34.5% | $4,048-18.4% | $3,966-16.7% |
| Admin fee / account holder | $90 | $105-13.9% | $7,491-98.8% | $100-10.1% |