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 | $1,497,739 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $96,000 |
BAKER TILLY US, LLP6+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $13,500 |
BMO HARRIS BANK NA6+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,711 | $430,560-74.3% | $98,920+11.9% | $106,273+4.2% |
| Participation rate | 99.0% | 86.2%+12.8pp | 76.0%+23.0pp | 70.8%+28.2pp |
| Annual return | 12.66% | 17.89%-5.2pp | 196.47%-183.8pp | 21.70%-9.0pp |
| Employer contribution / active EE | $1,053 | $6,804-84.5% | $2,689-60.9% | $2,722-61.3% |
| Participant deferral / active EE | $4,602 | $9,623-52.2% | $4,245+8.4% | $4,6010% |
| Admin fee / account holder | $79 | $220-64.3% | $6,643-98.8% | $78+0.4% |