Filed October 18, 2004
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 | $48,466 |
MARKS PANETH LLP4+ years Service code 10 · EIN 11-3518842 | Accounting | $37,923 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 13-2919773 | Advisory (Plan) | $21,532 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,515 | $88,122+48.1% | $141,200-7.6% | $67,584+93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 8.60% | 75.40%-66.8pp | 71.41%-62.8pp | 378.59%-370.0pp |
| Employer contribution / active EE | $18 | $3,224-99.4% | $4,736-99.6% | $2,148-99.2% |
| Participant deferral / active EE | $13,226 | $5,958+122.0% | $6,710+97.1% | $3,540+273.7% |
| Admin fee / account holder | $177 | $131+35.4% | $10,265-98.3% | $142+24.6% |