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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $325,050 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; T... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,656 | $176,471-64.5% | $95,960-34.7% | $90,274-30.6% |
| Participation rate | 84.5% | 86.6%-2.0pp | 77.1%+7.5pp | 73.4%+11.2pp |
| Annual return | 12.85% | 20.15%-7.3pp | 91.63%-78.8pp | 53.97%-41.1pp |
| Employer contribution / active EE | $1,866 | $2,783-32.9% | $2,541-26.6% | $2,523-26.0% |
| Participant deferral / active EE | $4,117 | $5,325-22.7% | $4,167-1.2% | $4,231-2.7% |
| Admin fee / account holder | $114 | $154-26.0% | $6,797-98.3% | $1140% |