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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 | Custodial (other than securities); Cu... | $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 | $101,591+209.2% | $147,096+113.6% | $74,429+322.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.34% | 8746.45%-8735.1pp | 419.75%-408.4pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $7,618 | $3,813+99.8% | $4,936+54.3% | $2,625+190.2% |
| Participant deferral / active EE | $15,237 | $7,302+108.7% | $8,071+88.8% | $4,348+250.4% |
| Admin fee / account holder | $499 | $1,750-71.5% | $13,005-96.2% | $1,944-74.3% |