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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $32,712 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,004 | $59,467-27.7% | $93,727-54.1% | $74,478-42.3% |
| Participation rate | 67.7% | 59.6%+8.0pp | 68.7%-1.0pp | 67.2%+0.4pp |
| Annual return | 18.62% | 82.14%-63.5pp | 133.83%-115.2pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,185 | $3,052-61.2% | $4,417-73.2% | $4,350-72.8% |
| Admin fee / account holder | $182 | $3,028-94.0% | $8,292-97.8% | $1,946-90.7% |