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 | $17,078 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY N.A. Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,411 | $95,918-74.6% | $151,634-83.9% | $77,906-68.7% |
| Participation rate | 96.7% | 88.7%+8.0pp | 87.5%+9.2pp | 73.7%+23.0pp |
| Annual return | -19.27% | -5.50%-13.8pp | 3.32%-22.6pp | 12.16%-31.4pp |
| Employer contribution / active EE | $379 | $4,330-91.2% | $6,165-93.8% | $2,846-86.7% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $7 | $93-92.6% | $11,614-99.9% | $133-94.8% |