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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $132,217 |
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DRIVE · BROOKFIELD, WA 53045 | Advisory (Plan) | $55,000 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $14,904 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,162 | $74,188+67.4% | $115,756+7.3% | $64,824+91.5% |
| Participation rate | 93.8% | 76.2%+17.6pp | 77.1%+16.7pp | 71.5%+22.3pp |
| Annual return | -18.80% | -11.81%-7.0pp | 143.14%-161.9pp | 32.84%-51.6pp |
| Employer contribution / active EE | $14 | $3,365-99.6% | $3,793-99.6% | $2,507-99.4% |
| Participant deferral / active EE | $10,160 | $5,294+91.9% | $6,254+62.5% | $4,311+135.7% |
| Admin fee / account holder | $227 | $148+53.2% | $8,124-97.2% | $188+21.0% |