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 |
|---|---|---|
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,175 |
BMO HARRIS BANK NA4+ 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.
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.
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 | $3,531 | $173,253-98.0% | $80,022-95.6% | $73,367-95.2% |
| Participation rate | 76.3% | 88.8%-12.5pp | 75.8%+0.5pp | 69.5%+6.9pp |
| Annual return | -56.02% | -2.12%-53.9pp | 11.22%-67.2pp | 173.45%-229.5pp |
| Employer contribution / active EE | $1,301 | $6,338-79.5% | $2,468-47.3% | $2,499-48.0% |
| Participant deferral / active EE | $0 | $8,893-100.0% | $3,686-100.0% | $4,033-100.0% |
| Admin fee / account holder | $1 | $90-99.1% | $6,521-100.0% | $68-98.8% |