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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $54,105 |
Filed as: INTELLICENTS INVESTMENTS SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $50,000 |
MATRIX TRUST COMPANY1 year 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,573 | $129,227-68.6% | $184,256-78.0% | $77,762-47.8% |
| Participation rate | 97.0% | 87.4%+9.7pp | 86.8%+10.2pp | 70.6%+26.4pp |
| Annual return | 21.74% | 33.24%-11.5pp | 28.85%-7.1pp | 31.27%-9.5pp |
| Employer contribution / active EE | $423 | $4,412-90.4% | $6,427-93.4% | $2,728-84.5% |
| Participant deferral / active EE | $4,677 | $7,307-36.0% | $9,133-48.8% | $4,651+0.6% |
| Admin fee / account holder | $136 | $256-46.7% | $13,899-99.0% | $433-68.5% |