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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $48,072 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 4000 MACARTHUR BLVD, SUITE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $27,875 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST CO. Service code 27 | Advisory (Plan) | $0 |
MATRIX TRUST COMPANY1+ years Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $0 |
SAGEPOINT FINANCIAL INC1+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $0 |
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 | $58,705 | $93,010-36.9% | $96,538-39.2% | $74,473-21.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 64.74% | 37.50%+27.2pp | 35.74%+29.0pp | 34.36%+30.4pp |
| Employer contribution / active EE | $1,748 | $3,427-49.0% | $3,740-53.3% | $2,638-33.7% |
| Participant deferral / active EE | $5,444 | $3,971+37.1% | $4,880+11.5% | $4,530+20.2% |
| Admin fee / account holder | $138 | $633-78.3% | $6,737-98.0% | $347-60.4% |