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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 (bank, trust company, or simi... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,948 | $101,317+264.2% | $146,958+151.1% | $74,495+395.3% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 11.17% | 8730.91%-8719.7pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $19,244 | $3,810+405.1% | $4,933+290.1% | $2,623+633.6% |
| Participant deferral / active EE | $5,523 | $7,303-24.4% | $8,070-31.6% | $4,346+27.1% |
| Admin fee / account holder | $560 | $1,739-67.8% | $12,998-95.7% | $1,942-71.2% |