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 BARNEY8+ years Service code 28 69 SWIFT STREET, 4TH FLOOR · BURLINGTON, VT 054021095 | Investment Management | $85,270 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $50,405 |
MATRIX TRUST COMPANY2 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.)
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 | $133,948 | $99,016+35.3% | $93,786+42.8% | $66,949+100.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -18.55% | -14.59%-4.0pp | -11.32%-7.2pp | 1.57%-20.1pp |
| Employer contribution / active EE | $6,337 | $4,769+32.9% | $4,328+46.4% | $2,545+148.9% |
| Participant deferral / active EE | $9,189 | $6,689+37.4% | $6,100+50.6% | $4,239+116.8% |
| Admin fee / account holder | $714 | $477+49.6% | $7,184-90.1% | $594+20.3% |