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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $76,642 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 15 · EIN 72-1560834 | Recordkeeping | $41,121 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP 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 | $52,366 | $99,201-47.2% | $96,544-45.8% | $74,473-29.7% |
| Participation rate | 94.2% | 80.7%+13.5pp | 76.0%+18.2pp | 70.7%+23.4pp |
| Annual return | 25.84% | 22.40%+3.4pp | 25.88%0pp | 34.36%-8.5pp |
| Employer contribution / active EE | $2,178 | $2,570-15.3% | $2,966-26.6% | $2,638-17.5% |
| Participant deferral / active EE | $4,080 | $4,938-17.4% | $4,851-15.9% | $4,530-9.9% |
| Admin fee / account holder | $202 | $225-10.2% | $8,254-97.6% | $347-41.8% |