Filed December 19, 2011
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 | $32,986 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $32,355 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,240 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,448 | $50,902+24.6% | $155,534-59.2% | $77,736-18.4% |
| Participation rate | 97.8% | 63.1%+34.7pp | 78.2%+19.5pp | 70.6%+27.2pp |
| Annual return | 14.63% | 34.85%-20.2pp | 64.92%-50.3pp | 31.26%-16.6pp |
| Employer contribution / active EE | $3,119 | $1,991+56.6% | $4,675-33.3% | $2,728+14.3% |
| Participant deferral / active EE | $7,635 | $2,824+170.3% | $5,630+35.6% | $4,651+64.2% |
| Admin fee / account holder | $122 | $437-72.1% | $15,900-99.2% | $433-71.8% |