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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $19,289 |
MATRIX TRUST COMPANY1 year Service code 18 | Float revenue; Trustee (directed); Ot... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,124 | $89,652+10.6% | $141,197-29.8% | $65,186+52.1% |
| Participation rate | 62.6% | 74.7%-12.1pp | 82.5%-19.9pp | 70.2%-7.6pp |
| Annual return | 17.27% | 32.79%-15.5pp | 71.41%-54.1pp | 29.39%-12.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,229 | $5,691+79.7% | $6,710+52.4% | $3,514+191.1% |
| Admin fee / account holder | $205 | $569-64.0% | $10,265-98.0% | $847-75.8% |