Filed February 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $139,972 |
Filed as: CAMBRIDGE FINANCIAL Service code 27 3300 IRVINE AVE SUITE 385 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $45,217 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,019 | $43,466-26.3% | $90,970-64.8% | $90,274-64.5% |
| Participation rate | 98.0% | 62.5%+35.5pp | 69.0%+29.0pp | 73.4%+24.6pp |
| Annual return | 14.03% | 25.26%-11.2pp | 134.60%-120.6pp | 53.97%-39.9pp |
| Employer contribution / active EE | $654 | $840-22.2% | $2,122-69.2% | $2,523-74.1% |
| Participant deferral / active EE | $1,844 | $2,138-13.7% | $3,373-45.3% | $4,231-56.4% |
| Admin fee / account holder | $115 | $92+25.6% | $5,961-98.1% | $114+1.2% |