Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $39,765 |
WAVERLY ADVISORS, LLC1 year Filed as: WAVERLY ADVISORS LLC Service code 15 800 WOODLANDS PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $5,992 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,979 | $129,227-14.9% | $184,256-40.3% | $77,762+41.4% |
| Participation rate | 88.7% | 87.4%+1.3pp | 86.8%+1.9pp | 70.6%+18.1pp |
| Annual return | 9.66% | 33.24%-23.6pp | 28.85%-19.2pp | 31.27%-21.6pp |
| Employer contribution / active EE | $1,521 | $4,412-65.5% | $6,427-76.3% | $2,728-44.2% |
| Participant deferral / active EE | $4,013 | $7,307-45.1% | $9,133-56.1% | $4,651-13.7% |
| Admin fee / account holder | $92 | $256-64.2% | $13,899-99.3% | $433-78.8% |