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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC8+ years Filed as: PRIVATE ADVISOR GROUP Service code 26 · EIN 39-1185892 | Advisory (Participants) | $81,837 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,738 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,512 | $50,199+124.1% | $70,092+60.5% | $66,914+68.1% |
| Participation rate | 99.5% | 66.3%+33.1pp | 70.5%+29.0pp | 69.8%+29.7pp |
| Annual return | -20.06% | -13.85%-6.2pp | 190.73%-210.8pp | 1.58%-21.6pp |
| Employer contribution / active EE | $6,729 | $1,864+261.0% | $2,559+163.0% | $2,544+164.5% |
| Participant deferral / active EE | $5,166 | $3,112+66.0% | $3,849+34.2% | $4,237+21.9% |
| Admin fee / account holder | $524 | $600-12.7% | $6,267-91.6% | $593-11.7% |