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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $215,954 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,414 |
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.
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 | $108,161 | $82,188+31.6% | $125,391-13.7% | $64,824+66.9% |
| Participation rate | 69.3% | 77.9%-8.6pp | 82.4%-13.0pp | 71.5%-2.1pp |
| Annual return | -12.25% | 3.50%-15.7pp | 572.41%-584.7pp | 32.84%-45.1pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,483 | $7,177-23.6% | $7,448-26.4% | $4,311+27.2% |
| Admin fee / account holder | $390 | $163+139.0% | $10,009-96.1% | $188+107.7% |