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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,351 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 62 · EIN 75-3182674 | Float revenue | $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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,812 | $37,213-19.9% | $156,551-81.0% | $63,975-53.4% |
| Participation rate | 2.4% | 65.0%-62.6pp | 84.0%-81.7pp | 71.1%-68.8pp |
| Annual return | 4.12% | 47.89%-43.8pp | 32.23%-28.1pp | 48.65%-44.5pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $123 | $2,070-94.1% | $4,871-97.5% | $3,356-96.3% |
| Admin fee / account holder | $73 | $56+30.3% | $13,028-99.4% | $70+4.2% |