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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 | Direct payment from the plan; Trustee... | $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 | $50,919-42.1% | $155,556-81.0% | $77,762-62.1% |
| Participation rate | 41.2% | 63.1%-21.8pp | 78.2%-37.0pp | 70.6%-29.3pp |
| Annual return | 6.90% | 34.84%-27.9pp | 64.84%-57.9pp | 31.27%-24.4pp |
| Employer contribution / active EE | $644 | $1,991-67.7% | $4,675-86.2% | $2,728-76.4% |
| Participant deferral / active EE | $1,365 | $2,824-51.7% | $5,631-75.8% | $4,651-70.6% |
| Admin fee / account holder | $106 | $437-75.8% | $15,885-99.3% | $433-75.5% |