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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $9,839 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
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 | $62,715 | $55,449+13.1% | $83,850-25.2% | $56,287+11.4% |
| Participation rate | 81.5% | 68.0%+13.5pp | 76.1%+5.3pp | 69.9%+11.6pp |
| Annual return | -7.07% | -1.38%-5.7pp | 850.92%-858.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $3,642 | $2,430+49.9% | $3,631+0.3% | $2,111+72.5% |
| Participant deferral / active EE | $6,680 | $2,935+127.5% | $4,082+63.6% | $3,350+99.4% |
| Admin fee / account holder | $69 | $656-89.4% | $5,478-98.7% | $521-86.7% |