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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,405 |
MATRIX TRUST COMPANY4 years Service code 18 | Float revenue; Custodial (other than ... | $0 |
MATRIX TRUST COMPANY6+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 62 · EIN 75-3182674 | Float revenue | $0 |
MATRIX TRUST COMPANY4 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,949 | $56,095-59.1% | $178,490-87.1% | $90,288-74.6% |
| Participation rate | 9.2% | 65.6%-56.4pp | 81.9%-72.8pp | 73.4%-64.2pp |
| Annual return | 22.42% | 28.81%-6.4pp | 151.07%-128.6pp | 53.97%-31.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $262 | $2,669-90.2% | $5,202-95.0% | $4,232-93.8% |
| Admin fee / account holder | $35 | $101-65.6% | $13,984-99.8% | $114-69.6% |