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 | Float revenue; Investment management ... | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,499 | $101,317+26.8% | $146,958-12.6% | $74,495+72.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.04% | 8730.91%-8715.9pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $8,610 | $3,810+126.0% | $4,933+74.5% | $2,623+228.3% |
| Participant deferral / active EE | $10,402 | $7,303+42.4% | $8,070+28.9% | $4,346+139.4% |
| Admin fee / account holder | $176 | $1,739-89.9% | $12,998-98.6% | $1,942-91.0% |