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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $24,932 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $7,465 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Float revenue; Distribution (12b-1) f... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,846 | $101,317-78.4% | $146,958-85.1% | $74,495-70.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.93% | 8730.91%-8719.0pp | 418.34%-406.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,791 | $3,810-53.0% | $4,933-63.7% | $2,623-31.7% |
| Participant deferral / active EE | $1,532 | $7,303-79.0% | $8,070-81.0% | $4,346-64.7% |
| Admin fee / account holder | $208 | $1,739-88.1% | $12,998-98.4% | $1,942-89.3% |