Filed February 3, 2009 (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 | $14,793 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY N.A. Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,665 | $118,337-77.5% | $189,534-85.9% | $93,010-71.3% |
| Participation rate | 88.2% | 89.1%-0.9pp | 87.8%+0.4pp | 73.9%+14.3pp |
| Annual return | 49.05% | 21.77%+27.3pp | 555.39%-506.3pp | 158.70%-109.6pp |
| Employer contribution / active EE | $424 | $4,204-89.9% | $6,162-93.1% | $2,705-84.3% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $5 | $100-95.2% | $12,049-100.0% | $152-96.8% |