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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $110,183 |
REGIONS BANK3 years Service code 16 · EIN 63-0371391 | Consulting | $16,800 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,717 | $110,299-50.4% | $102,423-46.6% | $199,593-72.6% |
| Participation rate | 75.8% | 86.3%-10.5pp | 76.5%-0.7pp | 72.0%+3.8pp |
| Annual return | 11.83% | 35.73%-23.9pp | 29.32%-17.5pp | 34.25%-22.4pp |
| Employer contribution / active EE | $1,110 | $3,603-69.2% | $3,023-63.3% | $3,034-63.4% |
| Participant deferral / active EE | $3,423 | $6,376-46.3% | $5,053-32.3% | $5,087-32.7% |
| Admin fee / account holder | $64 | $122-47.9% | $9,451-99.3% | $269-76.3% |