Filed March 22, 2005
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 13 · EIN 46-5378846 11 WEST MONROE STREET · CHICAGO, IL 30603 | Contract Administrator | $95,641 |
MATRIX TRUST COMPANY5 years Service code 59 | Shareholder Servicing | $0 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST COMPANY N.A. Service code 21 · EIN 75-3182674 11 WEST MONROE STREET · CHICAGO, IL 30603 | Bank Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,323 | $96,782-24.2% | $140,514-47.8% | $69,255+5.9% |
| Participation rate | 96.6% | 81.0%+15.6pp | 77.8%+18.8pp | 69.0%+27.6pp |
| Annual return | 14.22% | 11.56%+2.7pp | 14.36%-0.1pp | 26.73%-12.5pp |
| Employer contribution / active EE | $2,216 | $3,063-27.6% | $3,378-34.4% | $2,645-16.2% |
| Participant deferral / active EE | $4,764 | $4,233+12.5% | $4,919-3.1% | $2,890+64.8% |
| Admin fee / account holder | $91 | $275-66.8% | $13,697-99.3% | $733-87.5% |