Filed February 19, 2008 (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 | $129,963 |
WHN INVESTOR SERVICES2+ years Filed as: WHN INVESTORS SERVICES, INC. Service code 28 · EIN 39-1382973 | Investment Management | $31,275 |
BMO HARRIS BANK NA1 year 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.
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 | $159,372 | $65,820+142.1% | $108,745+46.6% | $57,658+176.4% |
| Participation rate | 98.5% | 72.7%+25.8pp | 77.7%+20.8pp | 70.2%+28.3pp |
| Annual return | 8.59% | 21.32%-12.7pp | 46.22%-37.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $26 | $2,285-98.9% | $3,323-99.2% | $1,974-98.7% |
| Participant deferral / active EE | $7,943 | $3,578+122.0% | $5,121+55.1% | $3,061+159.5% |
| Admin fee / account holder | $237 | $91+160.6% | $6,144-96.1% | $95+151.2% |