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 | $121,678 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,624 |
BMO HARRIS BANK NA3 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $234,166 | $37,203+529.4% | $154,110+51.9% | $55,727+320.2% |
| Participation rate | 88.4% | 64.1%+24.3pp | 83.0%+5.3pp | 70.9%+17.5pp |
| Annual return | -4.47% | 1320.03%-1324.5pp | 735.22%-739.7pp | 244.94%-249.4pp |
| Employer contribution / active EE | $9,800 | $1,614+507.0% | $5,298+85.0% | $2,078+371.6% |
| Participant deferral / active EE | $2,090 | $2,069+1.0% | $5,081-58.9% | $3,356-37.7% |
| Admin fee / account holder | $410 | $102+303.7% | $13,412-96.9% | $115+256.2% |