Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $54,257 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,119 | $50,820-19.1% | $155,567-73.6% | $77,671-47.1% |
| Participation rate | 89.2% | 63.1%+26.0pp | 78.2%+11.0pp | 70.6%+18.6pp |
| Annual return | 14.08% | 34.85%-20.8pp | 64.74%-50.7pp | 31.21%-17.1pp |
| Employer contribution / active EE | $1,671 | $1,993-16.1% | $4,674-64.2% | $2,726-38.7% |
| Participant deferral / active EE | $3,278 | $2,823+16.1% | $5,628-41.8% | $4,648-29.5% |
| Admin fee / account holder | $166 | $436-61.8% | $15,916-99.0% | $430-61.3% |