Filed September 24, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $48,215 |
Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $39,418 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC 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 | $52,059 | $52,293-0.4% | $178,503-70.8% | $73,412-29.1% |
| Participation rate | 88.8% | 65.3%+23.5pp | 81.9%+6.9pp | 72.2%+16.7pp |
| Annual return | 13.26% | 34.75%-21.5pp | 151.12%-137.9pp | 59.30%-46.0pp |
| Employer contribution / active EE | $1,866 | $1,736+7.5% | $5,011-62.8% | $2,234-16.4% |
| Participant deferral / active EE | $3,541 | $2,333+51.8% | $5,202-31.9% | $3,806-7.0% |
| Admin fee / account holder | $113 | $127-11.3% | $13,987-99.2% | $158-28.5% |