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| 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 | $50,860-19.2% | $155,574-73.6% | $77,714-47.1% |
| Participation rate | 89.2% | 63.1%+26.0pp | 78.2%+10.9pp | 70.6%+18.6pp |
| Annual return | 14.08% | 34.86%-20.8pp | 64.87%-50.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $1,671 | $1,991-16.1% | $4,676-64.3% | $2,727-38.7% |
| Participant deferral / active EE | $3,278 | $2,825+16.0% | $5,629-41.8% | $4,649-29.5% |
| Admin fee / account holder | $166 | $436-61.9% | $15,914-99.0% | $433-61.6% |