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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 444 S FLOWER ST · LOS ANGELES, CA 90071 | Advisory (Plan) | $34,745 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $10,159 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Float revenue; Trustee (bank, trust c... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,105 | $89,652-35.2% | $141,177-58.8% | $65,185-10.9% |
| Participation rate | 61.9% | 74.7%-12.8pp | 82.5%-20.5pp | 70.2%-8.3pp |
| Annual return | 19.09% | 32.79%-13.7pp | 71.40%-52.3pp | 29.38%-10.3pp |
| Employer contribution / active EE | $734 | $3,065-76.1% | $4,736-84.5% | $2,177-66.3% |
| Participant deferral / active EE | $2,311 | $5,691-59.4% | $6,710-65.6% | $3,514-34.2% |
| Admin fee / account holder | $345 | $569-39.2% | $10,263-96.6% | $847-59.2% |