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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,347,050 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, NA Service code 28 · EIN 95-3692822 | Investment Management | $202,822 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MGMT Service code 28 · EIN 26-0319356 | Investment Management | $130,031 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $96,461 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $72,000 |
Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $70,746 |
GOLDMAN SACHS1 year Filed as: SIEZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $59,862 |
NUVEEN1 year Filed as: NUVEEN ASSET MGMT LLC Service code 28 · EIN 27-4357327 | Investment Management | $59,252 |
RIDGEWORTH1 year Filed as: GENEVA CAPITAL MGMT LLC Service code 28 · EIN 06-1217855 | Investment Management | $56,364 |
Filed as: JANUS CAPITAL MGMT Service code 28 · EIN 75-3019302 | Investment Management | $54,298 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $132,120 | $239,209-44.8% | $106,554+24.0% | $106,520+24.0% |
| Participation rate | 94.5% | 89.6%+4.9pp | 76.1%+18.3pp | 71.3%+23.1pp |
| Annual return | 15.39% | 17.49%-2.1pp | 26.80%-11.4pp | 19.28%-3.9pp |
| Employer contribution / active EE | $1,064 | $6,641-84.0% | $2,819-62.3% | $2,840-62.5% |
| Participant deferral / active EE | $5,016 | $9,673-48.1% | $4,398+14.0% | $4,948+1.4% |
| Admin fee / account holder | $129 | $95+35.3% | $7,408-98.3% | $75+72.5% |