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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $16,696 |
HAYS COMPANIES1 year Filed as: THE HAYS FINANCIAL GROUP Service code 27 · EIN 41-1784898 | Advisory (Plan) | $6,250 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,491 | $64,176-1.1% | $112,249-43.4% | $66,938-5.2% |
| Participation rate | 65.8% | 68.4%-2.6pp | 75.1%-9.2pp | 69.8%-4.0pp |
| Annual return | -15.76% | -13.80%-2.0pp | 27.48%-43.2pp | 1.58%-17.3pp |
| Employer contribution / active EE | $520 | $3,007-82.7% | $3,636-85.7% | $2,545-79.6% |
| Participant deferral / active EE | $2,874 | $3,694-22.2% | $4,729-39.2% | $4,238-32.2% |
| Admin fee / account holder | $229 | $626-63.3% | $6,412-96.4% | $594-61.3% |