Filed August 11, 1995
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 | $26,233 |
E2 RETIREMENT CONSULTING2+ years Service code 27 N89W16785 APPLETON AVENUE, SUITE 7 · MENOMONEE FALLS, WI 53051 | Advisory (Plan) | $24,000 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $5,320 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK,NA Service code 19 | 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,651 | $63,924+118.5% | $108,582+28.6% | $55,167+153.1% |
| Participation rate | 84.3% | 74.3%+10.0pp | 79.6%+4.7pp | 69.0%+15.3pp |
| Annual return | 6.64% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $3,083 | $1,879+64.0% | $3,758-18.0% | $1,963+57.1% |
| Participant deferral / active EE | $7,512 | $3,067+144.9% | $4,311+74.2% | $3,054+145.9% |
| Admin fee / account holder | $475 | $618-23.1% | $7,645-93.8% | $504-5.8% |