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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $3,291 |
BRENNER & ASSOCIATES2+ years Service code 10 · EIN 20-4122655 | Accounting | $3,000 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST CO DBA MATRIX TRUST CO Service code 62 · EIN 75-3182674 | Soft dollars commissions; Float revenue | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,066 | $63,905-13.8% | $74,184-25.8% | $57,658-4.5% |
| Participation rate | 26.3% | 79.8%-53.4pp | 76.6%-50.3pp | 70.2%-43.9pp |
| Annual return | 7.79% | 60.60%-52.8pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,159 | $3,448-66.4% | $3,550-67.3% | $3,061-62.1% |
| Admin fee / account holder | $71 | $91-22.4% | $5,586-98.7% | $95-25.2% |