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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5377884 | Recordkeeping | $141,768 |
REGIONS BANK7+ years Service code 16 · EIN 63-0371391 | Consulting | $14,150 |
Filed as: MATRIX TRUST COMPANY Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.