Filed October 16, 2002
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICE, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $36,069 |
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 5700 W 12TH STREET SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $33,687 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMANY Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,896 | $79,151+33.8% | $60,919+73.8% | $64,824+63.4% |
| Participation rate | 73.5% | 77.7%-4.2pp | 73.1%+0.4pp | 71.5%+2.0pp |
| Annual return | -12.04% | -7.12%-4.9pp | 16.96%-29.0pp | 32.84%-44.9pp |
| Employer contribution / active EE | $1,138 | $3,052-62.7% | $2,704-57.9% | $2,507-54.6% |
| Participant deferral / active EE | $2,596 | $3,727-30.3% | $3,814-31.9% | $4,311-39.8% |
| Admin fee / account holder | $242 | $106+128.8% | $3,228-92.5% | $188+28.8% |