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 | $138,982 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,512 |
MATRIX TRUST COMPANY2 years 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,314 | $46,339+377.6% | $143,801+53.9% | $64,829+241.4% |
| Participation rate | 80.7% | 64.3%+16.4pp | 80.3%+0.3pp | 71.5%+9.2pp |
| Annual return | -16.15% | -10.05%-6.1pp | -0.04%-16.1pp | 32.85%-49.0pp |
| Employer contribution / active EE | $9,606 | $1,911+402.6% | $4,952+94.0% | $2,507+283.1% |
| Participant deferral / active EE | $2,596 | $2,648-2.0% | $5,639-54.0% | $4,312-39.8% |
| Admin fee / account holder | $394 | $154+156.2% | $14,680-97.3% | $188+109.9% |