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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $26,814 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 CHARLES SMITH · OMAHA, NE 68154 | Advisory (Plan) | $8,041 |
MATRIX TRUST COMPANY3 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.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,598 | $42,367-16.0% | $79,583-55.3% | $64,824-45.1% |
| Participation rate | 25.8% | 64.7%-38.9pp | 69.5%-43.6pp | 71.5%-45.6pp |
| Annual return | -9.13% | -12.24%+3.1pp | 0.16%-9.3pp | 32.84%-42.0pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,339 | $3,168-57.7% | $3,986-66.4% | $4,311-68.9% |
| Admin fee / account holder | $249 | $160+56.0% | $6,835-96.4% | $188+32.5% |