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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $22,185 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $18,830 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,491 | $50,820-42.0% | $155,567-81.0% | $77,671-62.0% |
| Participation rate | 41.2% | 63.1%-21.9pp | 78.2%-37.0pp | 70.6%-29.3pp |
| Annual return | 6.90% | 34.85%-27.9pp | 64.74%-57.8pp | 31.21%-24.3pp |
| Employer contribution / active EE | $644 | $1,993-67.7% | $4,674-86.2% | $2,726-76.4% |
| Participant deferral / active EE | $1,365 | $2,823-51.6% | $5,628-75.7% | $4,648-70.6% |
| Admin fee / account holder | $106 | $436-75.7% | $15,916-99.3% | $430-75.4% |