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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $6,482 |
REGIONS BANK9+ years Service code 16 · EIN 63-0371391 | Consulting | $5,500 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY3 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.
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 | $45,713 | $76,090-39.9% | $96,569-52.7% | $71,476-36.0% |
| Participation rate | 56.4% | 74.4%-18.0pp | 76.0%-19.5pp | 67.9%-11.5pp |
| Annual return | 16.38% | 22.80%-6.4pp | 25.87%-9.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,955 | $4,218-53.7% | $4,851-59.7% | $4,290-54.4% |
| Admin fee / account holder | $53 | $2,707-98.0% | $8,251-99.4% | $1,587-96.7% |