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 SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $57,101 |
HUBBELL CONSULTING LLC1 year Filed as: HUBBELL CONSULTING Service code 27 · EIN 20-2217636 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Advisory (Plan) | $49,572 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $19,764 |
SUNTRUST BANKS, INC.1 year Filed as: BB&T SCOTT & STRINGFELLOW Service code 28 901 EAST BYRD STREET · RICHMOND, VA 23219 | Investment Management | $13,738 |
WITHUMSMITH+BROWN, PC2 years Filed as: BLUE ROCK ADVISORS/DONALD E BROWN Service code 28 524 N TRADE STREET · WINSTOM-SALEM, NC 27101 | Investment Management | $5,823 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $157,426 | $75,388+108.8% | $123,553+27.4% | $55,725+182.5% |
| Participation rate | 92.5% | 75.7%+16.9pp | 82.3%+10.2pp | 70.9%+21.7pp |
| Annual return | 7.98% | 4.48%+3.5pp | 119.21%-111.2pp | 244.93%-237.0pp |
| Employer contribution / active EE | $7,802 | $3,063+154.7% | $4,628+68.6% | $2,078+275.4% |
| Participant deferral / active EE | $5,203 | $5,651-7.9% | $6,426-19.0% | $3,356+55.0% |
| Admin fee / account holder | $172 | $120+43.6% | $9,284-98.1% | $115+49.3% |