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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $35,907 |
MATRIX TRUST COMPANY2 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 | $190,405 | $84,499+125.3% | $125,391+51.8% | $66,949+184.4% |
| Participation rate | 98.3% | 76.4%+21.9pp | 82.4%+15.9pp | 69.8%+28.5pp |
| Annual return | -16.12% | -8.49%-7.6pp | 572.41%-588.5pp | 1.57%-17.7pp |
| Employer contribution / active EE | $8,763 | $3,554+146.6% | $4,816+82.0% | $2,545+244.3% |
| Participant deferral / active EE | $11,707 | $6,785+72.5% | $7,448+57.2% | $4,239+176.2% |
| Admin fee / account holder | $201 | $685-70.7% | $10,009-98.0% | $594-66.2% |