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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $12,085 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,591 | $80,753-33.6% | $136,298-60.7% | $62,293-14.0% |
| Participation rate | 71.4% | 73.5%-2.1pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 20.61% | 35.83%-15.2pp | 5156.27%-5135.7pp | 28.90%-8.3pp |
| Employer contribution / active EE | $858 | $2,884-70.2% | $4,696-81.7% | $2,042-58.0% |
| Participant deferral / active EE | $2,686 | $5,164-48.0% | $6,247-57.0% | $3,169-15.2% |
| Admin fee / account holder | $97 | $525-81.5% | $9,244-98.9% | $479-79.7% |