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 | $135,877 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,992 |
MATRIX TRUST COMPANY3 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 | $247,572 | $47,173+424.8% | $149,740+65.3% | $74,478+232.4% |
| Participation rate | 83.8% | 63.4%+20.4pp | 78.8%+5.0pp | 70.7%+13.0pp |
| Annual return | 17.88% | 22.75%-4.9pp | 134.51%-116.6pp | 34.37%-16.5pp |
| Employer contribution / active EE | $11,356 | $1,903+496.7% | $4,821+135.5% | $2,637+330.7% |
| Participant deferral / active EE | $3,237 | $2,730+18.6% | $5,683-43.0% | $4,530-28.5% |
| Admin fee / account holder | $373 | $343+8.6% | $13,222-97.2% | $347+7.4% |