Filed February 26, 2004
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 | $14,091 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,712 | $76,551+10.7% | $123,894-31.6% | $62,881+34.7% |
| Participation rate | 98.5% | 73.0%+25.5pp | 81.4%+17.1pp | 69.3%+29.2pp |
| Annual return | 3.27% | 18.68%-15.4pp | 47.52%-44.2pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,917 | $4,840+1.6% | $5,984-17.8% | $3,203+53.5% |
| Admin fee / account holder | $145 | $4,826-97.0% | $8,357-98.3% | $4,296-96.6% |