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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $29,998 |
MATRIX TRUST COMPANY3+ 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 | $34,893 | $54,729-36.2% | $86,235-59.5% | $71,529-51.2% |
| Participation rate | 65.5% | 60.1%+5.4pp | 69.0%-3.5pp | 67.9%-2.4pp |
| Annual return | 14.88% | 20.07%-5.2pp | 1170.03%-1155.2pp | 28.97%-14.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,149 | $3,110-63.1% | $3,987-71.2% | $4,291-73.2% |
| Admin fee / account holder | $160 | $1,921-91.7% | $6,856-97.7% | $1,588-89.9% |