Filed April 4, 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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $66,261 |
WIPFLI LLP4 years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $12,030 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,333 | $29,546-24.4% | $56,441-60.4% | $77,671-71.2% |
| Participation rate | 17.4% | 32.7%-15.3pp | 52.5%-35.1pp | 70.6%-53.2pp |
| Annual return | 14.74% | 19.01%-4.3pp | 1704.21%-1689.5pp | 31.21%-16.5pp |
| Employer contribution / active EE | $204 | $568-64.0% | $1,039-80.3% | $2,726-92.5% |
| Participant deferral / active EE | $1,446 | $1,061+36.3% | $1,953-25.9% | $4,648-68.9% |
| Admin fee / account holder | $95 | $1,046-90.9% | $2,829-96.6% | $430-78.0% |