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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $51,532 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 15 1 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Recordkeeping | $50,000 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $16,196 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Float revenue; Trustee (directed); Ot... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,125 | $101,672+209.0% | $147,117+113.5% | $74,478+321.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.34% | 8757.83%-8746.5pp | 420.54%-409.2pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $7,618 | $3,813+99.8% | $4,932+54.5% | $2,626+190.1% |
| Participant deferral / active EE | $15,237 | $7,305+108.6% | $8,065+88.9% | $4,350+250.2% |
| Admin fee / account holder | $499 | $1,753-71.5% | $12,993-96.2% | $1,946-74.4% |