Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 225 BROADWAY · SAN DIEGO, CA 92101 | Recordkeeping | $40,511 |
KELLY PRESS INC3 years Filed as: KELLY MACDONALD Service code 26 9821 KATY FREEWAY · HOUSTON, TX 12978 | Advisory (Participants) | $20,173 |
WEST CAPITAL MANAGEMENT3 years Filed as: WEST OAK CAPITAL Service code 26 2801 TOWNSGATE RD STE 112 · WESTLAKE VILLAGE, CA 91361 | Advisory (Participants) | $13,969 |
MATRIX TRUST COMPANY3 years Service code 62 | Float revenue; Soft dollars commissions | $0 |
MATRIX TRUST COMPANY3 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,588 | $99,957+99.7% | $149,745+33.3% | $73,497+171.6% |
| Participation rate | 86.6% | 75.7%+10.9pp | 82.5%+4.1pp | 70.7%+15.9pp |
| Annual return | 12.17% | 53.87%-41.7pp | 276.72%-264.6pp | 28.51%-16.3pp |
| Employer contribution / active EE | $3,664 | $3,191+14.8% | $4,646-21.1% | $2,270+61.4% |
| Participant deferral / active EE | $6,121 | $6,073+0.8% | $6,843-10.6% | $3,740+63.7% |
| Admin fee / account holder | $470 | $551-14.7% | $9,312-95.0% | $513-8.5% |