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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $22,714 |
Filed as: MORGAN STANLEY Service code 27 1550 MARKET STREET · DENVER, CO 80202 | Advisory (Plan) | $12,085 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $200,679 | $91,439+119.5% | $135,974+47.6% | $71,511+180.6% |
| Participation rate | 99.1% | 75.7%+23.4pp | 81.9%+17.1pp | 67.9%+31.1pp |
| Annual return | 18.36% | 29.90%-11.5pp | 68.30%-49.9pp | 28.86%-10.5pp |
| Employer contribution / active EE | $186 | $3,705-95.0% | $4,859-96.2% | $2,589-92.8% |
| Participant deferral / active EE | $12,648 | $7,093+78.3% | $7,760+63.0% | $4,291+194.8% |
| Admin fee / account holder | $197 | $1,267-84.5% | $10,767-98.2% | $1,588-87.6% |