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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $19,971 |
MATRIX TRUST COMPANY3 years Service code 18 | Custodial (securities); Float revenue... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
MATRIX TRUST COMPANY3 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,391 | $104,479+41.1% | $159,474-7.6% | $79,391+85.7% |
| Participation rate | 58.5% | 76.6%-18.1pp | 82.8%-24.3pp | 70.7%-12.2pp |
| Annual return | 13.04% | 67.98%-54.9pp | 263.68%-250.6pp | 116.88%-103.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $10,922 | $6,468+68.9% | $7,353+48.5% | $4,046+170.0% |
| Admin fee / account holder | $206 | $711-71.1% | $10,802-98.1% | $627-67.2% |