Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
J W COLE FINANCIAL INC1 year Filed as: JW COLE FINANCIAL Service code 27 · EIN 16-1632597 | Advisory (Plan) | $69,543 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $52,015 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY NA Service code 19 | Securities Custodian | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,452 | $64,612+148.3% | $86,439+85.6% | $64,814+147.6% |
| Participation rate | 99.4% | 81.5%+17.9pp | 80.3%+19.1pp | 71.5%+27.9pp |
| Annual return | -21.76% | 0.66%-22.4pp | 4395.55%-4417.3pp | 32.84%-54.6pp |
| Employer contribution / active EE | $3,870 | $2,744+41.0% | $3,769+2.7% | $2,507+54.4% |
| Participant deferral / active EE | $10,524 | $7,497+40.4% | $6,952+51.4% | $4,310+144.1% |
| Admin fee / account holder | $301 | $169+78.0% | $6,732-95.5% | $188+60.2% |