Filed January 30, 1995
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 | $148,232 |
PREMIER BANK2 years Service code 26 · EIN 34-1746771 | Advisory (Participants) | $77,818 |
KOVITZ INVESTMENT GROUP3 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 · EIN 47-5657416 | Investment Management | $34,666 |
Filed as: RAYMOND JAMES Service code 26 P.O. BOX 23641 · ST. PETERSBURG, FL 337429968 | Advisory (Participants) | $22,648 |
Service code 26 1440 ARROWHEAD DR · MAUMEE, OH 435374016 | Advisory (Participants) | $15,304 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 26 PO BOX 2226 · OMAHA, NE 681032226 | Advisory (Participants) | $9,284 |
LPL FINANCIAL1 year Service code 26 28300 KENSINGTON LANE · PERRYSBURG, OH 43551 | Advisory (Participants) | $7,451 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY NA Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,679 | $67,512+123.2% | $185,823-18.9% | $93,030+62.0% |
| Participation rate | 81.2% | 67.1%+14.1pp | 81.7%-0.5pp | 73.9%+7.3pp |
| Annual return | 16.55% | 21.04%-4.5pp | 122.05%-105.5pp | 158.70%-142.1pp |
| Employer contribution / active EE | $4,394 | $1,783+146.4% | $5,167-15.0% | $2,706+62.4% |
| Participant deferral / active EE | $4,161 | $3,035+37.1% | $5,568-25.3% | $4,562-8.8% |
| Admin fee / account holder | $209 | $318-34.1% | $16,237-98.7% | $152+38.1% |