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 | $10,996 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $9,740 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $10,442 | $187,373-94.4% | $91,004-88.5% | $80,976-87.1% |
| Participation rate | 43.8% | 87.5%-43.7pp | 75.6%-31.8pp | 68.3%-24.5pp |
| Annual return | -17.08% | 16.95%-34.0pp | 4.60%-21.7pp | 22.91%-40.0pp |
| Employer contribution / active EE | $0 | $5,838-100.0% | $2,456-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $0 | $8,375-100.0% | $3,548-100.0% | $3,848-100.0% |
| Admin fee / account holder | $2 | $91-97.3% | $5,417-100.0% | $67-96.3% |