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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,713 |
MATRIX TRUST COMPANY8 years Service code 18 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY10+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 62 · EIN 75-3182674 | Float revenue | $0 |
MATRIX TRUST COMPANY8 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,679 | $53,254-66.8% | $155,574-88.6% | $199,921-91.2% |
| Participation rate | 20.5% | 64.1%-43.6pp | 78.2%-57.7pp | 72.0%-51.5pp |
| Annual return | 19.95% | 41.18%-21.2pp | 64.87%-44.9pp | 34.28%-14.3pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,676-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $436 | $3,165-86.2% | $5,629-92.3% | $5,089-91.4% |
| Admin fee / account holder | $95 | $186-48.9% | $15,914-99.4% | $269-64.8% |