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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $23,834 |
Filed as: PENSIONMARK Service code 17 · EIN 61-1758632 | Pension Consulting | $18,000 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,980 | $106,230-78.4% | $147,080-84.4% | $77,736-70.4% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.7pp | 70.6%+19.3pp |
| Annual return | 14.82% | 56.91%-42.1pp | 420.17%-405.3pp | 31.26%-16.4pp |
| Employer contribution / active EE | $215 | $4,072-94.7% | $4,933-95.6% | $2,728-92.1% |
| Participant deferral / active EE | $3,680 | $8,001-54.0% | $8,066-54.4% | $4,651-20.9% |
| Admin fee / account holder | $125 | $338-63.1% | $12,989-99.0% | $433-71.2% |