Filed August 18, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $36,194 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $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 | $128,499 | $101,672+26.4% | $147,117-12.7% | $74,478+72.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.04% | 8757.83%-8742.8pp | 420.54%-405.5pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $8,610 | $3,813+125.8% | $4,932+74.6% | $2,626+227.8% |
| Participant deferral / active EE | $10,402 | $7,305+42.4% | $8,065+29.0% | $4,350+139.1% |
| Admin fee / account holder | $176 | $1,753-90.0% | $12,993-98.6% | $1,946-91.0% |