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 | Investment management fees paid direc... | $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 | $101,591+26.5% | $147,096-12.6% | $74,429+72.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.04% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $8,610 | $3,813+125.8% | $4,936+74.4% | $2,625+228.0% |
| Participant deferral / active EE | $10,402 | $7,302+42.4% | $8,071+28.9% | $4,348+139.2% |
| Admin fee / account holder | $176 | $1,750-90.0% | $13,005-98.6% | $1,944-91.0% |