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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 | $78,483+236.8% | $106,201+148.9% | $74,546+254.6% |
| Participation rate | 74.7% | 72.8%+1.9pp | 75.3%-0.6pp | 67.2%+7.5pp |
| Annual return | 14.64% | 15.94%-1.3pp | 116.26%-101.6pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $14,898 | $2,522+490.8% | $3,170+370.0% | $2,624+467.7% |
| Participant deferral / active EE | $1,951 | $4,320-54.8% | $5,012-61.1% | $4,347-55.1% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |