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 19 · EIN 46-5378846 | Securities Custodian | $990,270 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $221,472 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $96,000 |
FOLEY & LARDNER LLP9+ years Service code 10 · EIN 39-0473800 | Accounting | $19,956 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $18,900 |
ADVISORY RESEARCH2 years Filed as: ADVISORY RESEARCH, INC. Service code 28 · EIN 36-2831881 | Investment Management | $0 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $0 |
BEUTEL GOODMAN COMPANY, LTD2 years Service code 28 · EIN 10-0496488 | Investment Management | $0 |
CALAMOS ADVISORS LLC3 years Service code 28 · EIN 20-1768357 | Investment Management | $0 |
FIDUCIARY MANAGEMENT, INC.2 years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $136,014 | $136,310-0.2% | $98,462+38.1% | $103,657+31.2% |
| Participation rate | 98.6% | 89.2%+9.4pp | 75.2%+23.5pp | 73.4%+25.3pp |
| Annual return | 14.58% | 19.67%-5.1pp | 21.20%-6.6pp | 33.13%-18.6pp |
| Employer contribution / active EE | $1,683 | $4,714-64.3% | $3,049-44.8% | $3,216-47.7% |
| Participant deferral / active EE | $6,830 | $7,358-7.2% | $4,738+44.1% | $5,218+30.9% |
| Admin fee / account holder | $89 | $76+16.7% | $8,875-99.0% | $114-22.1% |