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| Provider | Service type | Compensation |
|---|---|---|
PURSUIT WEALTH MANAGEMENT5 years Service code 26 · EIN 84-2054234 4500 PGA BOULEVARD · PALM BEACH GARDENS, FL 33418 | Advisory (Participants) | $66,901 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $45,601 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Trustee (directed); Float revenue; Tr... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,948 | $101,591+263.2% | $147,096+150.8% | $74,429+395.7% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 11.17% | 8746.45%-8735.3pp | 419.75%-408.6pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $19,244 | $3,813+404.7% | $4,936+289.9% | $2,625+633.1% |
| Participant deferral / active EE | $5,523 | $7,302-24.4% | $8,071-31.6% | $4,348+27.0% |
| Admin fee / account holder | $560 | $1,750-68.0% | $13,005-95.7% | $1,944-71.2% |