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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICESS LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $68,600 |
ARBOR INVESTMENT ADVISORS1+ years Service code 27 · EIN 72-2605557 | Advisory (Plan) | $24,627 |
FIDUCIARYVEST LLC1+ years Service code 27 · EIN 20-2217636 | Advisory (Plan) | $20,944 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $8,397 |
BMO HARRIS BANK NA1+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $130,631 | $80,177+62.9% | $123,894+5.4% | $57,658+126.6% |
| Participation rate | 96.6% | 74.4%+22.2pp | 81.4%+15.2pp | 70.2%+26.4pp |
| Annual return | 18.91% | 17.90%+1.0pp | 47.52%-28.6pp | 5.13%+13.8pp |
| Employer contribution / active EE | $8,206 | $2,913+181.7% | $4,617+77.7% | $1,974+315.8% |
| Participant deferral / active EE | $4,997 | $5,130-2.6% | $5,984-16.5% | $3,061+63.3% |
| Admin fee / account holder | $156 | $106+46.8% | $8,357-98.1% | $95+65.1% |