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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $95,707 |
NFP RETIREMENT INC9 years Filed as: NFP CORPORATE SERVICES Service code 17 · EIN 41-1505971 | Pension Consulting | $33,801 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $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 | $82,605 | $89,123-7.3% | $102,460-19.4% | $77,762+6.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 15.80% | 25.05%-9.2pp | 29.47%-13.7pp | 31.27%-15.5pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,048 | $5,148+17.5% | $5,056+19.6% | $4,651+30.0% |
| Admin fee / account holder | $114 | $236-51.8% | $9,460-98.8% | $433-73.7% |