Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $62,768 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,456 | $56,503-35.5% | $69,890-47.8% | $64,824-43.8% |
| Participation rate | 98.3% | 70.5%+27.9pp | 70.5%+27.9pp | 71.5%+26.9pp |
| Annual return | -16.68% | -13.44%-3.2pp | 190.84%-207.5pp | 32.84%-49.5pp |
| Employer contribution / active EE | $1,289 | $2,046-37.0% | $2,560-49.6% | $2,507-48.6% |
| Participant deferral / active EE | $3,311 | $3,389-2.3% | $3,848-14.0% | $4,311-23.2% |
| Admin fee / account holder | $115 | $160-28.5% | $6,267-98.2% | $188-39.0% |