Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $28,768 |
MONETA GROUP LLC3 years Filed as: MONETA INVESTMENT ADVISORS Service code 27 100 SOUTH BRENTWOOD BLVD · ST. LOUIS, MO 63105 | Advisory (Plan) | $24,471 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,993 | $74,706-53.2% | $75,714-53.8% | $79,391-55.9% |
| Participation rate | 94.4% | 75.3%+19.1pp | 74.8%+19.6pp | 70.7%+23.7pp |
| Annual return | 13.19% | 18.52%-5.3pp | 104.62%-91.4pp | 116.88%-103.7pp |
| Employer contribution / active EE | $3,699 | $2,590+42.8% | $2,744+34.8% | $2,428+52.3% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $202 | $374-45.9% | $3,619-94.4% | $627-67.7% |