Filed December 1, 2003 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,732,246 |
THE BOGDAHN GROUP2+ years Filed as: BOGDAHN CONSULTING LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $96,000 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $28,621 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,630 | $169,122-52.3% | $78,002+3.4% | $329,111-75.5% |
| Participation rate | 94.9% | 88.4%+6.5pp | 75.5%+19.4pp | 67.9%+27.0pp |
| Annual return | 8.10% | 11.00%-2.9pp | 425.99%-417.9pp | 16.35%-8.2pp |
| Employer contribution / active EE | $688 | $5,827-88.2% | $2,470-72.1% | $2,303-70.1% |
| Participant deferral / active EE | $3,160 | $8,046-60.7% | $3,497-9.6% | $3,682-14.2% |
| Admin fee / account holder | $76 | $83-7.5% | $5,481-98.6% | $754-89.9% |