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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $52,747 |
Filed as: PRIVATE ADVISOR GROUP Service code 28 2711 ALLEN BLVD, STE 322 · MIDDLETON, WI 53562 | Investment Management | $41,981 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST COMPANY NA Service code 19 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,105 | $53,344-21.1% | $121,204-65.3% | $74,460-43.5% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.5%+30.5pp | 70.7%+29.3pp |
| Annual return | 18.83% | 35.15%-16.3pp | 987.18%-968.3pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,846 | $1,898-2.7% | $4,170-55.7% | $2,638-30.0% |
| Participant deferral / active EE | $6,709 | $3,220+108.3% | $4,083+64.3% | $4,530+48.1% |
| Admin fee / account holder | $169 | $382-55.8% | $5,651-97.0% | $348-51.4% |