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 | $123,806 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $3,014 |
BMO HARRIS BANK NA4 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).
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 | $275,698 | $62,941+338.0% | $172,757+59.6% | $67,584+307.9% |
| Participation rate | 82.4% | 64.5%+17.9pp | 82.6%-0.3pp | 71.3%+11.1pp |
| Annual return | 21.65% | 30.36%-8.7pp | 803.06%-781.4pp | 378.59%-356.9pp |
| Employer contribution / active EE | $9,013 | $1,636+450.7% | $5,144+75.2% | $2,148+319.6% |
| Participant deferral / active EE | $1,955 | $2,145-8.9% | $5,198-62.4% | $3,540-44.8% |
| Admin fee / account holder | $408 | $167+144.7% | $13,956-97.1% | $142+186.6% |