Filed March 17, 2016 (most recent of 2 filings on file)
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 | $67,963 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $11,933 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT GROUP, INC. Service code 16 · EIN 39-1897480 | Consulting | $5,988 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA1+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,874 | $37,203-19.7% | $154,110-80.6% | $55,727-46.4% |
| Participation rate | 93.5% | 64.1%+29.4pp | 83.0%+10.5pp | 70.9%+22.7pp |
| Annual return | -7.62% | 1320.03%-1327.7pp | 735.22%-742.8pp | 244.94%-252.6pp |
| Employer contribution / active EE | $1,713 | $1,614+6.1% | $5,298-67.7% | $2,078-17.6% |
| Participant deferral / active EE | $2,434 | $2,069+17.7% | $5,081-52.1% | $3,356-27.5% |
| Admin fee / account holder | $209 | $102+106.1% | $13,412-98.4% | $115+81.9% |