Filed April 16, 2012 (most recent of 4 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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD5+ years Filed as: OXFORD FINANCIAL GROUP LTD Service code 27 PO BOX 80238 · INDIANAPOLIS, IN 46280 | Advisory (Plan) | $112,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $77,314 |
BKD, LLP1 year Service code 10 400 CROSS POINTE BOULEVARD · EVANSVILLE, IN 47704 | Accounting | $23,600 |
ICE MILLER LLP4 years Service code 29 PO BOX 68 · INDIANAPOLIS, IN 46206 | Legal | $13,214 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,203-100.0% | $93,621-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.8%-75.8pp | 82.5%-82.5pp |
| Annual return | -76.61% | 35.96%-112.6pp | 32.76%-109.4pp | 345.46%-422.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |