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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $30,801 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 15 1 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Recordkeeping | $30,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $15,409 |
NIXON PEABODY LLP2 years Service code 29 70 WEST MADISON ST., SUITE 5200 · CHICAGO, IL 60602 | Legal | $1,539 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY2 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 | $288,593 | $91,474+215.5% | $135,982+112.2% | $71,529+303.5% |
| Participation rate | 98.2% | 75.7%+22.5pp | 81.9%+16.3pp | 67.9%+30.3pp |
| Annual return | 14.09% | 29.89%-15.8pp | 68.32%-54.2pp | 28.97%-14.9pp |
| Employer contribution / active EE | $7,141 | $3,705+92.7% | $4,859+47.0% | $2,590+175.8% |
| Participant deferral / active EE | $14,341 | $7,095+102.1% | $7,760+84.8% | $4,291+234.2% |
| Admin fee / account holder | $340 | $1,267-73.2% | $10,767-96.8% | $1,588-78.6% |