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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $55,850 |
Filed as: ONEAMERICA INVESTMENT ADV SERVICES Service code 27 · EIN 81-3920167 | Advisory (Plan) | $8,234 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $215,065 | $76,112+182.6% | $96,534+122.8% | $71,511+200.7% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.2pp | 67.9%+31.2pp |
| Annual return | 18.37% | 22.81%-4.4pp | 25.88%-7.5pp | 28.86%-10.5pp |
| Employer contribution / active EE | $6,359 | $2,248+182.9% | $2,965+114.4% | $2,589+145.6% |
| Participant deferral / active EE | $11,342 | $4,217+169.0% | $4,851+133.8% | $4,291+164.3% |
| Admin fee / account holder | $230 | $2,708-91.5% | $8,253-97.2% | $1,588-85.5% |