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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $6,712 |
MATRIX TRUST COMPANY2 years Service code 18 | Trustee (directed); Other services; F... | $0 |
MATRIX TRUST COMPANY4+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 62 · EIN 75-3182674 | Float revenue | $0 |
MATRIX TRUST COMPANY2 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.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,279 | $45,382-44.3% | $154,111-83.6% | $75,289-66.4% |
| Participation rate | 4.5% | 65.9%-61.4pp | 83.0%-78.6pp | 72.4%-67.9pp |
| Annual return | -1.79% | -0.47%-1.3pp | 735.18%-737.0pp | -0.04%-1.8pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $103 | $2,384-95.7% | $5,081-98.0% | $3,739-97.2% |
| Admin fee / account holder | $77 | $89-13.6% | $13,411-99.4% | $102-24.6% |