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 | $259,179 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $90,192 |
SIKICH LLP8 years Service code 10 · EIN 36-3168081 | Accounting | $20,830 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $17,401 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,361 | $104,544-16.4% | $96,544-9.5% | $80,169+9.0% |
| Participation rate | 97.0% | 86.4%+10.6pp | 76.0%+21.0pp | 72.9%+24.0pp |
| Annual return | -2.76% | 21.79%-24.6pp | 25.88%-28.6pp | 40.39%-43.2pp |
| Employer contribution / active EE | $2,567 | $3,527-27.2% | $2,966-13.5% | $2,978-13.8% |
| Participant deferral / active EE | $6,738 | $6,170+9.2% | $4,851+38.9% | $5,016+34.3% |
| Admin fee / account holder | $172 | $107+61.4% | $8,254-97.9% | $145+18.9% |