See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 26-0141151 | Advisory (Participants) | $155,310 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $82,064 |
ACTUARIES UNLIMITED, INC.4 years Service code 11 · EIN 95-3654973 | Actuarial | $61,350 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Other services; Float revenue; Custod... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,269 | $106,028+14.4% | $146,958-17.5% | $77,643+56.2% |
| Participation rate | 91.7% | 78.4%+13.4pp | 82.2%+9.6pp | 70.6%+21.2pp |
| Annual return | 15.82% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,945 | $4,063-27.5% | $4,933-40.3% | $2,726+8.0% |
| Participant deferral / active EE | $6,048 | $7,990-24.3% | $8,070-25.1% | $4,647+30.1% |
| Admin fee / account holder | $358 | $337+6.0% | $12,998-97.2% | $430-16.9% |