Filed June 3, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $126,091 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (other than ... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,646 | $56,095-81.0% | $178,503-94.0% | $90,274-88.2% |
| Participation rate | 89.6% | 65.6%+24.1pp | 81.9%+7.7pp | 73.4%+16.3pp |
| Annual return | 13.12% | 28.81%-15.7pp | 151.12%-138.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $889 | $1,572-43.5% | $5,011-82.3% | $2,523-64.8% |
| Participant deferral / active EE | $1,307 | $2,669-51.0% | $5,202-74.9% | $4,231-69.1% |
| Admin fee / account holder | $72 | $101-28.0% | $13,987-99.5% | $114-36.5% |