Filed April 12, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $53,497 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,766 | $86,655-35.6% | $119,609-53.4% | $66,914-16.7% |
| Participation rate | 97.3% | 75.6%+21.7pp | 79.3%+18.0pp | 69.8%+27.5pp |
| Annual return | -17.94% | -8.00%-9.9pp | -14.97%-3.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,251 | $2,536-50.7% | $4,232-70.4% | $2,544-50.8% |
| Participant deferral / active EE | $4,622 | $4,358+6.1% | $5,602-17.5% | $4,237+9.1% |
| Admin fee / account holder | $225 | $755-70.2% | $10,323-97.8% | $593-62.1% |