Filed August 1, 2006 (most recent of 4 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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $58,939 |
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISOR GROUP Service code 28 2711 ALLEN BLVD, STE 322 · MIDDLETON, WI 53562 | Investment Management | $47,166 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST COMPANY NA Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,813 | $58,778-3.3% | $129,207-56.0% | $77,643-26.8% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 14.61% | 24.73%-10.1pp | 9417.33%-9402.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,901 | $1,952-2.6% | $4,153-54.2% | $2,726-30.2% |
| Participant deferral / active EE | $7,015 | $3,212+118.4% | $4,168+68.3% | $4,647+50.9% |
| Admin fee / account holder | $207 | $589-64.8% | $7,715-97.3% | $430-51.9% |