Filed April 5, 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA SECURITIES INC Service code 55 · EIN 35-1159900 | Other Commissions | $53,112 |
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $2,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,082 | $87,125+37.8% | $108,421+10.8% | $86,828+38.3% |
| Participation rate | 59.3% | 80.5%-21.3pp | 80.1%-20.9pp | 72.3%-13.0pp |
| Annual return | 14.31% | 25.21%-10.9pp | 905.61%-891.3pp | 97.95%-83.6pp |
| Employer contribution / active EE | $646 | $2,477-73.9% | $3,560-81.8% | $2,406-73.1% |
| Participant deferral / active EE | $3,369 | $6,944-51.5% | $6,564-48.7% | $4,132-18.5% |
| Admin fee / account holder | $10 | $130-92.1% | $7,298-99.9% | $170-94.0% |