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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $58,833 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 70911 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $34,737 |
MATRIX TRUST COMPANY3+ 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 | $63,484 | $58,969+7.7% | $129,406-50.9% | $77,762-18.4% |
| Participation rate | 82.6% | 59.5%+23.2pp | 69.6%+13.0pp | 70.6%+12.0pp |
| Annual return | 13.68% | 24.78%-11.1pp | 9468.18%-9454.5pp | 31.27%-17.6pp |
| Employer contribution / active EE | $2,693 | $1,959+37.5% | $4,155-35.2% | $2,728-1.3% |
| Participant deferral / active EE | $6,893 | $3,224+113.8% | $4,167+65.4% | $4,651+48.2% |
| Admin fee / account holder | $166 | $593-72.0% | $7,689-97.8% | $433-61.6% |