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 | $153,171 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,983 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,779 | $56,551+362.9% | $185,854+40.9% | $86,828+201.5% |
| Participation rate | 87.3% | 65.5%+21.8pp | 81.7%+5.6pp | 72.3%+15.1pp |
| Annual return | 13.60% | 118.23%-104.6pp | 122.12%-108.5pp | 97.95%-84.3pp |
| Employer contribution / active EE | $9,758 | $1,845+428.9% | $5,169+88.8% | $2,406+305.5% |
| Participant deferral / active EE | $2,695 | $2,556+5.4% | $5,569-51.6% | $4,132-34.8% |
| Admin fee / account holder | $409 | $150+173.1% | $16,246-97.5% | $170+141.0% |