Filed September 14, 2011
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $65,322 |
Filed as: ONEAMERICA INVESTMENT ADVISORY SVCS Service code 28 · EIN 81-3920167 | Investment Management | $25,000 |
MATRIX TRUST COMPANY4 years 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,703 | $122,063+194.7% | $184,256+95.2% | $74,478+383.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.77% | 19.92%-5.1pp | 28.85%-14.1pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $3,109 | $4,539-31.5% | $6,427-51.6% | $2,626+18.4% |
| Participant deferral / active EE | $15,585 | $7,144+118.1% | $9,133+70.6% | $4,350+258.3% |
| Admin fee / account holder | $302 | $1,253-75.9% | $13,899-97.8% | $1,946-84.5% |