Filed December 10, 1990
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 | $401,528 |
BRANDES INVESTMENT PARTNERS1+ years Service code 26 · EIN 33-0704072 | Advisory (Participants) | $246,557 |
INVESCO1+ years Filed as: INVESCO INTERNATIONAL Service code 26 · EIN 32-6065438 | Advisory (Participants) | $238,254 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $163,556 |
DA DAVIDSON & CO1+ years Filed as: D. A. DAVIDSON INVESTMENT ADVISORS Service code 26 · EIN 81-0139474 | Advisory (Participants) | $43,194 |
Filed as: NORTHWESTERN MUTUAL Service code 26 · EIN 52-2114207 | Advisory (Participants) | $21,238 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 26 · EIN 47-0533629 | Advisory (Participants) | $17,732 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-3266276 | Advisory (Participants) | $16,228 |
CONCERT WEALTH MANAGEMENT1+ years Service code 26 · EIN 26-0815109 | Advisory (Participants) | $14,961 |
Filed as: MCGINN INVESTMENT MANAGEMENT INC Service code 26 · EIN 52-1760109 | Advisory (Participants) | $8,628 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,400 | $86,791+203.5% | $115,037+129.0% | $59,188+345.0% |
| Participation rate | 92.7% | 72.8%+19.8pp | 81.4%+11.3pp | 69.4%+23.2pp |
| Annual return | 1.78% | 4.44%-2.7pp | 26.14%-24.4pp | 5.51%-3.7pp |
| Employer contribution / active EE | $9,959 | $2,950+237.6% | $4,608+116.1% | $2,098+374.7% |
| Participant deferral / active EE | $8,961 | $5,298+69.2% | $6,026+48.7% | $3,265+174.5% |
| Admin fee / account holder | $795 | $95+737.1% | $8,175-90.3% | $92+761.7% |