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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $70,882 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 2100 ROSS AVE · DALLAS, TX 75201 | Advisory (Plan) | $70,000 |
WHITLEY PENN LLP2 years Filed as: WHITELY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $25,750 |
MATRIX TRUST COMPANY3+ years Service code 20 · EIN 75-3182674 717 17TH ST · DENVER, CO 80202 | Trustee (individual) | $0 |
MATRIX TRUST COMPANY3+ years Filed as: MSCS FINANCIAL SERVICES Service code 20 · EIN 33-1151291 717 17TH ST · DENVER, CO 80202 | Trustee (individual); Soft dollars co... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $135,987 | $89,465+52.0% | $165,071-17.6% | $77,736+74.9% |
| Participation rate | 45.3% | 78.6%-33.3pp | 78.6%-33.3pp | 70.6%-25.3pp |
| Annual return | 11.21% | 28.86%-17.7pp | 70.17%-59.0pp | 31.26%-20.1pp |
| Employer contribution / active EE | $5,496 | $2,565+114.3% | $4,347+26.4% | $2,728+101.5% |
| Participant deferral / active EE | $4,086 | $4,904-16.7% | $6,035-32.3% | $4,651-12.1% |
| Admin fee / account holder | $379 | $340+11.5% | $12,695-97.0% | $433-12.5% |