Filed June 22, 2016 (most recent of 8 filings on file)
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 | $219,832 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, N.A. Service code 19 | Securities Custodian | $0 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Participant contribution per participant 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 | $115,991 | $82,546+40.5% | $140,019-17.2% | $75,289+54.1% |
| Participation rate | 99.6% | 88.4%+11.2pp | 87.5%+12.1pp | 72.4%+27.2pp |
| Annual return | -3.53% | -0.36%-3.2pp | 651.19%-654.7pp | -0.04%-3.5pp |
| Employer contribution / active EE | $8,366 | $3,856+117.0% | $5,605+49.2% | $2,405+247.9% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $82 | $86-4.3% | $10,705-99.2% | $102-19.8% |