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 19 · EIN 46-5378846 | Securities Custodian | $1,348,344 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $681,389 |
Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $597,981 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MGMT LLC Service code 28 · EIN 26-0319356 | Investment Management | $373,765 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $346,838 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $326,869 |
Service code 28 · EIN 10-0496488 | Investment Management | $225,741 |
GOLDMAN SACHS1 year Filed as: SEIZERT CAPITAL PARTNERS LLC Service code 28 · EIN 38-3553488 | Investment Management | $207,271 |
Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $205,257 |
RIDGEWORTH1 year Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 28 · EIN 06-1217855 | Investment Management | $190,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,107 | $185,545-41.7% | $90,760+19.1% | $89,433+20.9% |
| Participation rate | 95.4% | 85.0%+10.3pp | 75.7%+19.7pp | 71.3%+24.1pp |
| Annual return | -14.27% | -13.56%-0.7pp | -12.16%-2.1pp | -11.88%-2.4pp |
| Employer contribution / active EE | $1,440 | $7,210-80.0% | $2,922-50.7% | $3,021-52.3% |
| Participant deferral / active EE | $5,647 | $9,550-40.9% | $4,565+23.7% | $5,125+10.2% |
| Admin fee / account holder | $308 | $100+207.6% | $8,444-96.4% | $79+288.0% |