Filed September 26, 2016
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 | $80,241 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER ROAD, STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $40,000 |
STRAIGHTLINE7 years Service code 27 165 KIRTS BLVD · TROY, MI 48084 | Advisory (Plan) | $14,438 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,956 | $106,110-39.7% | $147,005-56.5% | $77,671-17.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.11% | 56.77%-44.7pp | 418.76%-406.7pp | 31.21%-19.1pp |
| Employer contribution / active EE | $355 | $4,065-91.3% | $4,934-92.8% | $2,726-87.0% |
| Participant deferral / active EE | $4,782 | $7,992-40.2% | $8,070-40.7% | $4,648+2.9% |
| Admin fee / account holder | $265 | $338-21.5% | $13,006-98.0% | $430-38.4% |