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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $5,919 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $0 |
MATRIX TRUST COMPANY6 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,647 | $84,493+16.8% | $125,381-21.3% | $66,938+47.4% |
| Participation rate | 85.8% | 76.4%+9.4pp | 82.4%+3.5pp | 69.8%+16.0pp |
| Annual return | -14.55% | -8.49%-6.1pp | 572.31%-586.9pp | 1.58%-16.1pp |
| Employer contribution / active EE | $6,689 | $3,554+88.2% | $4,815+38.9% | $2,545+162.8% |
| Participant deferral / active EE | $11,478 | $6,783+69.2% | $7,448+54.1% | $4,238+170.8% |
| Admin fee / account holder | $36 | $685-94.8% | $10,007-99.6% | $594-94.0% |