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 | $81,582 |
ELLWOOD ASSOCIATES1 year Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $39,942 |
ARBOR INVESTMENT ADVISORS4+ years Service code 27 · EIN 72-2605557 | Advisory (Plan) | $33,848 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $29,776 |
BKD, LLP1 year Filed as: DIXON HUGHES LLC Service code 10 · EIN 56-0747981 | Accounting | $18,452 |
FIDUCIARYVEST LLC4+ years Service code 28 · EIN 20-2217636 | Investment Management | $12,342 |
SUNTRUST BANKS, INC.4+ years Filed as: BB&T SCOTT & STRINGFELLOW Service code 28 901 EAST BYRD STREET · RICHMOND, VA 23219 | Investment Management | $11,911 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $337,475 | $88,122+283.0% | $141,200+139.0% | $67,584+399.3% |
| Participation rate | 99.9% | 76.5%+23.4pp | 82.5%+17.4pp | 71.3%+28.6pp |
| Annual return | 5.19% | 75.40%-70.2pp | 71.41%-66.2pp | 378.59%-373.4pp |
| Employer contribution / active EE | $8,558 | $3,224+165.4% | $4,736+80.7% | $2,148+298.4% |
| Participant deferral / active EE | $10,772 | $5,958+80.8% | $6,710+60.5% | $3,540+204.3% |
| Admin fee / account holder | $296 | $131+126.3% | $10,265-97.1% | $142+108.1% |