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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $62,743 |
Filed as: ONEAMERICA INVESTMENT ADV SERVICES Service code 27 · EIN 81-3920167 | Advisory (Plan) | $18,088 |
MATRIX TRUST COMPANY4 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 | $229,937 | $79,181+190.4% | $102,423+124.5% | $74,429+208.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 14.58% | 54.97%-40.4pp | 29.42%-14.8pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $5,852 | $2,362+147.8% | $3,023+93.6% | $2,625+123.0% |
| Participant deferral / active EE | $12,001 | $4,416+171.8% | $5,054+137.4% | $4,348+176.0% |
| Admin fee / account holder | $282 | $2,002-85.9% | $9,455-97.0% | $1,944-85.5% |