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 | $38,321 |
ELLWOOD ASSOCIATES1 year Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $20,058 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $17,020 |
ARBOR INVESTMENT ADVISORS4+ years Service code 27 · EIN 72-2605557 | Advisory (Plan) | $15,899 |
BKD, LLP1 year Filed as: DIXON HUGHES LLP Service code 10 · EIN 56-0747981 | Accounting | $10,547 |
FIDUCIARYVEST LLC4+ years Service code 28 · EIN 20-2217636 | Investment Management | $5,798 |
SUNTRUST BANKS, INC.2 years Filed as: BB&T SCOTT & STRINGFELLOW Service code 28 901 EAST BYRD STREET · RICHMOND, VA 23219 | Investment Management | $5,595 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,346 | $88,122+79.7% | $141,200+12.1% | $67,584+134.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 3.21% | 75.40%-72.2pp | 71.41%-68.2pp | 378.59%-375.4pp |
| Employer contribution / active EE | $8,707 | $3,224+170.0% | $4,736+83.8% | $2,148+305.4% |
| Participant deferral / active EE | $6,181 | $5,958+3.7% | $6,710-7.9% | $3,540+74.6% |
| Admin fee / account holder | $95 | $131-27.7% | $10,265-99.1% | $142-33.5% |