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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $51,590 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (securities); Float revenue... | $0 |
MATRIX TRUST COMPANY2 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 | $36,377 | $46,332-21.5% | $143,799-74.7% | $64,819-43.9% |
| Participation rate | 83.3% | 64.2%+19.0pp | 80.3%+3.0pp | 71.5%+11.8pp |
| Annual return | -13.54% | -10.05%-3.5pp | -0.04%-13.5pp | 32.84%-46.4pp |
| Employer contribution / active EE | $1,881 | $1,911-1.6% | $4,952-62.0% | $2,507-25.0% |
| Participant deferral / active EE | $3,330 | $2,647+25.8% | $5,638-40.9% | $4,311-22.7% |
| Admin fee / account holder | $195 | $154+27.0% | $14,677-98.7% | $188+4.0% |