Filed December 21, 1992
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 100 SOUTH PHILLIPS AVE · SIOUX FALLS, SD 57104 | Bank Trustee | $111,090 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,947 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,186 | $46,182+461.2% | $170,435+52.1% | $69,634+272.2% |
| Participation rate | 87.2% | 63.9%+23.3pp | 83.6%+3.6pp | 70.7%+16.5pp |
| Annual return | 17.88% | 21.40%-3.5pp | 205.94%-188.1pp | 27572.26%-27554.4pp |
| Employer contribution / active EE | $10,043 | $1,610+523.7% | $5,432+84.9% | $2,032+394.2% |
| Participant deferral / active EE | $2,015 | $2,081-3.2% | $4,939-59.2% | $3,224-37.5% |
| Admin fee / account holder | $381 | $116+228.1% | $13,881-97.3% | $110+244.6% |