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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $25,970 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; F... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,766 | $47,163-19.9% | $149,696-74.8% | $74,460-49.3% |
| Participation rate | 90.9% | 63.4%+27.5pp | 78.8%+12.2pp | 70.7%+20.2pp |
| Annual return | 8.08% | 22.75%-14.7pp | 134.46%-126.4pp | 34.38%-26.3pp |
| Employer contribution / active EE | $780 | $1,907-59.1% | $4,821-83.8% | $2,638-70.4% |
| Participant deferral / active EE | $1,477 | $2,730-45.9% | $5,682-74.0% | $4,530-67.4% |
| Admin fee / account holder | $77 | $343-77.6% | $13,212-99.4% | $348-77.9% |