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 |
|---|---|---|
REGIONS BANK8+ years Service code 16 · EIN 63-0371391 | Consulting | $6,753 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $6,479 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Cu... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $39,177 | $65,437-40.1% | $86,698-54.8% | $66,949-41.5% |
| Participation rate | 64.3% | 75.5%-11.1pp | 76.6%-12.3pp | 69.8%-5.5pp |
| Annual return | -15.17% | -10.91%-4.3pp | 35.96%-51.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,328 | $4,102-43.3% | $4,656-50.0% | $4,239-45.1% |
| Admin fee / account holder | $55 | $642-91.4% | $7,492-99.3% | $594-90.7% |