Filed June 16, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $41,393 |
THE BOGDAHN GROUP2+ years Filed as: BOGDAHN CONSULTING LLC Service code 17 · EIN 53-3676225 | Pension Consulting | $10,000 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,244 | $60,165+166.3% | $74,184+116.0% | $55,167+190.5% |
| Participation rate | 99.3% | 74.2%+25.2pp | 76.6%+22.7pp | 69.0%+30.3pp |
| Annual return | 9.64% | 10.00%-0.4pp | 17.74%-8.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | $6,112 | $1,600+282.1% | $2,370+157.9% | $1,963+211.4% |
| Participant deferral / active EE | $6,554 | $2,973+120.5% | $3,550+84.6% | $3,054+114.6% |
| Admin fee / account holder | $310 | $419-26.2% | $5,586-94.5% | $504-38.6% |