Filed November 9, 2005 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,531 |
HAWKINS ASH CPAS1 year Service code 10 626 SOUTH 8TH STREET · MEDFORD, WI 54451 | Accounting | $8,750 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,079 | $137,414-12.6% | $189,545-36.6% | $85,851+39.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.03% | 38.14%-26.1pp | 555.36%-543.3pp | 318.63%-306.6pp |
| Employer contribution / active EE | $2,968 | $4,344-31.7% | $6,162-51.8% | $2,565+15.7% |
| Participant deferral / active EE | $5,127 | $6,260-18.1% | $8,220-37.6% | $3,952+29.7% |
| Admin fee / account holder | $379 | $8,630-95.6% | $12,049-96.9% | $6,261-93.9% |