Filed March 7, 1996
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 15 · EIN 46-5378846 | Recordkeeping | $58,996 |
ALPHA INVESTMENT CONSULTING GROUP10+ years Service code 28 · EIN 39-1859759 | Investment Management | $16,850 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,163 | $79,223+152.7% | $102,460+95.4% | $74,478+168.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.80% | 54.98%-42.2pp | 29.47%-16.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $7,980 | $2,363+237.7% | $3,025+163.8% | $2,626+203.9% |
| Participant deferral / active EE | $6,424 | $4,417+45.4% | $5,056+27.0% | $4,350+47.7% |
| Admin fee / account holder | $408 | $2,003-79.6% | $9,460-95.7% | $1,946-79.0% |