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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $214,061 |
MATRIX TRUST COMPANY7 years Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; C... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FIN SERVICES DIV OF BROADRIDGE Service code 59 · EIN 33-1151291 | Shareholder Servicing | $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 | $58,024 | $130,052-55.4% | $86,698-33.1% | $77,906-25.5% |
| Participation rate | 84.7% | 85.9%-1.3pp | 76.6%+8.1pp | 73.7%+11.0pp |
| Annual return | -13.54% | -12.73%-0.8pp | 35.95%-49.5pp | 12.16%-25.7pp |
| Employer contribution / active EE | $1,972 | $3,214-38.6% | $2,837-30.5% | $2,846-30.7% |
| Participant deferral / active EE | $4,005 | $5,741-30.2% | $4,656-14.0% | $4,805-16.6% |
| Admin fee / account holder | $84 | $132-36.5% | $7,493-98.9% | $133-36.8% |