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 | $1,552,588 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $120,000 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,822 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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).
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 | $83,032 | $173,253-52.1% | $80,022+3.8% | $73,367+13.2% |
| Participation rate | 98.2% | 88.8%+9.3pp | 75.8%+22.3pp | 69.5%+28.7pp |
| Annual return | -3.04% | -2.12%-0.9pp | 11.22%-14.3pp | 173.45%-176.5pp |
| Employer contribution / active EE | $468 | $6,338-92.6% | $2,468-81.1% | $2,499-81.3% |
| Participant deferral / active EE | $3,921 | $8,893-55.9% | $3,686+6.4% | $4,033-2.8% |
| Admin fee / account holder | $73 | $90-19.1% | $6,521-98.9% | $68+6.4% |