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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $3,004 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,283 | $58,726+26.5% | $92,240-19.5% | $62,293+19.2% |
| Participation rate | 77.1% | 68.3%+8.8pp | 76.5%+0.6pp | 69.5%+7.6pp |
| Annual return | 18.49% | 43.62%-25.1pp | 176.29%-157.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $5,525 | $2,392+131.0% | $3,680+50.1% | $2,042+170.5% |
| Participant deferral / active EE | $5,582 | $2,766+101.8% | $3,897+43.2% | $3,169+76.1% |
| Admin fee / account holder | $26 | $556-95.3% | $5,194-99.5% | $479-94.5% |