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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $843,396 |
Filed as: NORTHWESTERN MUTUAL Service code 28 · EIN 52-2114207 | Investment Management | $38,629 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 76-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $6,095 | $110,258-94.5% | $102,460-94.1% | $200,096-97.0% |
| Participation rate | 94.6% | 86.3%+8.3pp | 76.5%+18.1pp | 72.0%+22.6pp |
| Annual return | 8.13% | 35.78%-27.6pp | 29.47%-21.3pp | 34.26%-26.1pp |
| Employer contribution / active EE | $458 | $3,605-87.3% | $3,025-84.9% | $3,038-84.9% |
| Participant deferral / active EE | $2,742 | $6,377-57.0% | $5,056-45.8% | $5,090-46.1% |
| Admin fee / account holder | $190 | $122+55.0% | $9,460-98.0% | $269-29.6% |