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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $58,041 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $28,500 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX TRUST CO. Service code 27 | Advisory (Plan) | $0 |
MATRIX TRUST COMPANY2+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Fl... | $0 |
SAGEPOINT FINANCIAL INC2+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,979 | $83,023-13.3% | $102,437-29.7% | $77,762-7.4% |
| Participation rate | 65.7% | 71.5%-5.9pp | 74.5%-8.8pp | 70.6%-4.9pp |
| Annual return | 14.99% | 19.12%-4.1pp | 24.95%-10.0pp | 31.27%-16.3pp |
| Employer contribution / active EE | $1,385 | $3,552-61.0% | $3,871-64.2% | $2,728-49.2% |
| Participant deferral / active EE | $4,457 | $4,110+8.5% | $5,060-11.9% | $4,651-4.2% |
| Admin fee / account holder | $148 | $639-76.8% | $8,388-98.2% | $433-65.8% |