Filed March 1, 2006 (most recent of 3 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 Service code 15 · EIN 46-5378846 | Recordkeeping | $495,770 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $248,536 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Float r... | $0 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLP Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,466 | $73,283+19.4% | $155,556-43.8% | $106,553-17.9% |
| Participation rate | 59.6% | 73.3%-13.7pp | 78.2%-18.7pp | 69.8%-10.3pp |
| Annual return | 15.25% | 15.76%-0.5pp | 64.84%-49.6pp | 17.37%-2.1pp |
| Employer contribution / active EE | $1,849 | $2,241-17.5% | $4,675-60.5% | $3,359-44.9% |
| Participant deferral / active EE | $3,424 | $4,567-25.0% | $5,631-39.2% | $5,562-38.4% |
| Admin fee / account holder | $68 | $56+20.8% | $15,885-99.6% | $80-15.2% |