Filed October 20, 2011 (most recent of 2 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 28 69 SWIFT STREET, 4TH FLOOR · BURLINGTON, VT 054021095 | Investment Management | $89,037 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $42,008 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,714 | $112,932+63.6% | $103,065+79.2% | $74,478+148.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.6%+19.4pp | 67.2%+32.8pp |
| Annual return | 24.64% | 23.24%+1.4pp | 23.95%+0.7pp | 1370.56%-1345.9pp |
| Employer contribution / active EE | $6,748 | $4,881+38.3% | $4,675+44.3% | $2,626+157.0% |
| Participant deferral / active EE | $10,531 | $7,279+44.7% | $6,625+59.0% | $4,350+142.1% |
| Admin fee / account holder | $654 | $1,707-61.7% | $9,349-93.0% | $1,946-66.4% |