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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $42,156 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 26 · EIN 41-1812533 | Advisory (Participants) | $23,705 |
MATRIX TRUST COMPANY4 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,745 | $138,393+10.4% | $184,256-17.1% | $80,959+88.7% |
| Participation rate | 3.3% | 83.9%-80.6pp | 86.8%-83.5pp | 67.7%-64.3pp |
| Annual return | 13.25% | 20.01%-6.8pp | 28.85%-15.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $6,433 | $4,847+32.7% | $6,427+0.1% | $2,757+133.3% |
| Participant deferral / active EE | $36,997 | $7,076+422.8% | $9,133+305.1% | $4,300+760.3% |
| Admin fee / account holder | $302 | $10,489-97.1% | $13,899-97.8% | $6,925-95.6% |