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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,956 |
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $6,549 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $4,243 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (securities); Float revenue... | $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 | $28,812 | $47,163-38.9% | $149,696-80.8% | $74,460-61.3% |
| Participation rate | 47.6% | 63.4%-15.9pp | 78.8%-31.2pp | 70.7%-23.2pp |
| Annual return | 8.75% | 22.75%-14.0pp | 134.46%-125.7pp | 34.38%-25.6pp |
| Employer contribution / active EE | $693 | $1,907-63.7% | $4,821-85.6% | $2,638-73.7% |
| Participant deferral / active EE | $1,493 | $2,730-45.3% | $5,682-73.7% | $4,530-67.0% |
| Admin fee / account holder | $52 | $343-84.9% | $13,212-99.6% | $348-85.1% |