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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $32,077 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYLMOND JAMES Service code 27 300 W VINE STREET · LEXINGTON, TX 40507 | Advisory (Plan) | $16,880 |
Filed as: J.J.B. HILLIARD. W.L. LYONS LLC Service code 27 · EIN 26-2333067 | Advisory (Plan) | $14,853 |
MATRIX TRUST COMPANY2+ years Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $1,051 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,276 | $25,302+55.2% | $74,701-47.4% | $67,579-41.9% |
| Participation rate | 69.0% | 37.8%+31.1pp | 54.5%+14.5pp | 71.3%-2.3pp |
| Annual return | 19.64% | 10291.17%-10271.5pp | 752.92%-733.3pp | 378.56%-358.9pp |
| Employer contribution / active EE | $311 | $446-30.4% | $1,084-71.3% | $2,148-85.5% |
| Participant deferral / active EE | $1,309 | $954+37.2% | $1,964-33.3% | $3,539-63.0% |
| Admin fee / account holder | $186 | $108+73.2% | $3,333-94.4% | $142+31.0% |