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 | $57,545 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $16,404 |
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 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,400 | $52,303-22.8% | $178,510-77.4% | $73,415-45.0% |
| Participation rate | 96.1% | 65.3%+30.8pp | 81.9%+14.2pp | 72.2%+23.9pp |
| Annual return | 11.51% | 34.76%-23.3pp | 151.13%-139.6pp | 59.30%-47.8pp |
| Employer contribution / active EE | $1,820 | $1,737+4.8% | $5,011-63.7% | $2,234-18.5% |
| Participant deferral / active EE | $2,881 | $2,334+23.4% | $5,202-44.6% | $3,806-24.3% |
| Admin fee / account holder | $174 | $127+36.9% | $13,988-98.8% | $158+10.5% |