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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $264,310 | $78,607+236.2% | $105,624+150.2% | $74,478+254.9% |
| Participation rate | 74.7% | 72.8%+1.9pp | 75.3%-0.6pp | 67.2%+7.5pp |
| Annual return | 14.64% | 15.96%-1.3pp | 116.20%-101.6pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $14,898 | $2,523+490.5% | $3,168+370.3% | $2,626+467.3% |
| Participant deferral / active EE | $1,951 | $4,325-54.9% | $5,013-61.1% | $4,350-55.1% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |