Filed June 30, 2006 (most recent of 3 filings on file)
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 | $9,819 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,399 | $82,130+51.5% | $453,369-72.6% | $79,386+56.7% |
| Participation rate | 82.3% | 73.4%+8.9pp | 78.0%+4.3pp | 70.7%+11.6pp |
| Annual return | 15.08% | 345.31%-330.2pp | 64.40%-49.3pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,262 | $2,659-14.9% | $4,070-44.4% | $2,427-6.8% |
| Participant deferral / active EE | $3,360 | $4,314-22.1% | $6,209-45.9% | $4,046-16.9% |
| Admin fee / account holder | $203 | $531-61.8% | $11,209-98.2% | $626-67.6% |