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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $31,702 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $77,870 | $79,181-1.7% | $102,423-24.0% | $74,429+4.6% |
| Participation rate | 91.6% | 74.8%+16.8pp | 76.5%+15.1pp | 67.2%+24.4pp |
| Annual return | 16.39% | 54.97%-38.6pp | 29.42%-13.0pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $1,039 | $2,362-56.0% | $3,023-65.6% | $2,625-60.4% |
| Participant deferral / active EE | $4,102 | $4,416-7.1% | $5,054-18.8% | $4,348-5.7% |
| Admin fee / account holder | $242 | $2,002-87.9% | $9,455-97.4% | $1,944-87.5% |