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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $25,353 |
RYAN FINANCIAL GROUP LLC2 years Service code 51 · EIN 47-2619288 | Investment Mgmt Fees | $22,316 |
Service code 33 · EIN 04-3540147 | Securities brokerage | $6,330 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $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.)
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 | $64,453 | $75,923-15.1% | $102,434-37.1% | - |
| Participation rate | 47.4% | 71.4%-24.0pp | 76.5%-29.1pp | - |
| Annual return | 14.71% | 15.12%-0.4pp | 29.46%-14.7pp | - |
| Employer contribution / active EE | $1,601 | $2,206-27.5% | $3,023-47.1% | - |
| Participant deferral / active EE | $2,942 | $4,258-30.9% | $5,055-41.8% | - |
| Admin fee / account holder | $371 | $11,449-96.8% | $9,462-96.1% | - |