Filed August 1, 2002
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 | $358,379 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $74,364 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $18,994 |
SIKICH LLP7 years Service code 10 · EIN 36-3168081 | Accounting | $18,600 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,015 | $130,052-55.4% | $86,698-33.1% | $77,906-25.5% |
| Participation rate | 56.2% | 85.9%-29.7pp | 76.6%-20.4pp | 73.7%-17.5pp |
| Annual return | -15.64% | -12.73%-2.9pp | 35.96%-51.6pp | 12.16%-27.8pp |
| Employer contribution / active EE | $2,630 | $3,214-18.2% | $2,837-7.3% | $2,846-7.6% |
| Participant deferral / active EE | $5,803 | $5,741+1.1% | $4,656+24.6% | $4,805+20.8% |
| Admin fee / account holder | $133 | $132+0.8% | $7,492-98.2% | $133+0.2% |