Filed December 27, 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 225 BROADWAY · SAN DIEGO, CA 92101 | Recordkeeping | $196,931 |
PRONVEST1 year Service code 26 · EIN 62-1823351 1110 MARKET STREET · CHATTANOOGA, TN 37402 | Advisory (Participants) | $88,927 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,115 | $70,083+52.8% | $59,899+78.8% | $55,725+92.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -5.35% | 3.13%-8.5pp | 3.46%-8.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,133 | $2,878-25.9% | $2,723-21.7% | $2,078+2.6% |
| Participant deferral / active EE | $4,883 | $3,079+58.6% | $3,402+43.5% | $3,356+45.5% |
| Admin fee / account holder | $434 | $70+516.7% | $3,592-87.9% | $115+276.4% |