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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 225 BROADWAY · SAN DIEGO, CA 92101 | Recordkeeping | $58,881 |
WEST CAPITAL MANAGEMENT6 years Filed as: WEST OAK CAPITAL Service code 26 2801 TOWNSGATE RD STE 112 · WESTLAKE VILLAGE, CA 91361 | Advisory (Participants) | $16,685 |
MATRIX TRUST COMPANY6 years Service code 62 | Soft dollars commissions; Float revenue | $0 |
MATRIX TRUST COMPANY6 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,905 | $91,474+104.3% | $135,982+37.4% | $71,529+161.3% |
| Participation rate | 82.5% | 75.7%+6.8pp | 81.9%+0.6pp | 67.9%+14.6pp |
| Annual return | 17.97% | 29.89%-11.9pp | 68.32%-50.4pp | 28.97%-11.0pp |
| Employer contribution / active EE | $4,313 | $3,705+16.4% | $4,859-11.2% | $2,590+66.5% |
| Participant deferral / active EE | $7,278 | $7,095+2.6% | $7,760-6.2% | $4,291+69.6% |
| Admin fee / account holder | $466 | $1,267-63.2% | $10,767-95.7% | $1,588-70.6% |