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 | $10,120 |
BAKER TILLY US, LLP7+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $8,500 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,493 | $239,209-99.4% | $106,554-98.6% | $106,520-98.6% |
| Participation rate | 59.0% | 89.6%-30.6pp | 76.1%-17.2pp | 71.3%-12.4pp |
| Annual return | -1.96% | 17.49%-19.4pp | 26.80%-28.8pp | 19.28%-21.2pp |
| Employer contribution / active EE | $0 | $6,641-100.0% | $2,819-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $9,673-100.0% | $4,398-100.0% | $4,948-100.0% |
| Admin fee / account holder | $2 | $95-97.8% | $7,408-100.0% | $75-97.3% |