Filed August 28, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $81,816 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $26,250 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,473 | $72,303+32.0% | $86,698+10.1% | $64,824+47.3% |
| Participation rate | 96.2% | 80.4%+15.8pp | 76.6%+19.6pp | 71.5%+24.8pp |
| Annual return | -19.97% | 392.77%-412.7pp | 35.96%-55.9pp | 32.84%-52.8pp |
| Employer contribution / active EE | $6,212 | $2,393+159.6% | $2,837+119.0% | $2,507+147.8% |
| Participant deferral / active EE | $1,294 | $4,660-72.2% | $4,656-72.2% | $4,311-70.0% |
| Admin fee / account holder | $266 | $174+52.6% | $7,492-96.5% | $188+41.4% |