Filed August 9, 2013
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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $113,426 |
HUBBELL CONSULTING LLC1 year Filed as: HUBBELL CONSULTING Service code 27 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Advisory (Plan) | $95,901 |
ARBOR INVESTMENT ADVISORS3+ years Service code 27 · EIN 72-2605557 | Advisory (Plan) | $75,582 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 1450 RALEIGH ROAD · CHAPEL HILL, NC 27574 | Accounting | $38,236 |
SUNTRUST BANKS, INC.3+ years Filed as: BB&T SCOTT & STRINGFELLOW Service code 28 901 EAST BYRD STREET · RICHMOND, VA 23219 | Investment Management | $34,707 |
STEARNS FINANCIAL SERVICES3+ years Filed as: STEARNS FINANCIAL SERVICES GROUP Service code 28 324 W WENDOVER AVE STE 204 · GREENSBORO, NC 27408 | Investment Management | $10,935 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $346,106 | $75,388+359.1% | $123,553+180.1% | $55,727+521.1% |
| Participation rate | 94.0% | 75.7%+18.3pp | 82.3%+11.7pp | 70.9%+23.1pp |
| Annual return | 7.03% | 4.48%+2.5pp | 119.21%-112.2pp | 244.94%-237.9pp |
| Employer contribution / active EE | $7,983 | $3,063+160.6% | $4,628+72.5% | $2,078+284.1% |
| Participant deferral / active EE | $9,418 | $5,651+66.7% | $6,426+46.6% | $3,356+180.7% |
| Admin fee / account holder | $424 | $120+253.9% | $9,284-95.4% | $115+268.0% |