Filed October 22, 2008
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 | $115,034 |
Filed as: KARSTENS INVESTMENT COUNSEL Service code 27 10250 REGENCY CIRCLE, STE 100 · OMAHA, NE 68114 | Advisory (Plan) | $58,738 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,333 | $62,543-3.5% | $83,323-27.6% | $55,725+8.3% |
| Participation rate | 98.7% | 78.4%+20.4pp | 77.8%+21.0pp | 70.9%+27.9pp |
| Annual return | -6.44% | 14.85%-21.3pp | 10.63%-17.1pp | 244.93%-251.4pp |
| Employer contribution / active EE | $4,315 | $2,427+77.7% | $3,379+27.7% | $2,078+107.6% |
| Participant deferral / active EE | $9,143 | $5,682+60.9% | $5,565+64.3% | $3,356+172.5% |
| Admin fee / account holder | $183 | $103+77.2% | $7,539-97.6% | $115+58.6% |