Filed April 1, 2008 (most recent of 3 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 |
|---|---|---|
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 36-2868317 | Investment Management | $165,486 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $79,483 |
ABEL NOSER SOLUTIONS1 year Filed as: ABEL NOSER CORP Service code 33 ONE BATTERY PARK PLAZA, 6TH FL · NEW YORK, NY 100041405 | Securities brokerage | $0 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,256 | $74,024+28.7% | $78,002+22.1% | $57,658+65.2% |
| Participation rate | 92.7% | 79.7%+12.9pp | 75.5%+17.1pp | 70.2%+22.4pp |
| Annual return | 2.29% | 12.14%-9.9pp | 425.99%-423.7pp | 5.13%-2.8pp |
| Employer contribution / active EE | $1,009 | $2,365-57.4% | $2,470-59.2% | $1,974-48.9% |
| Participant deferral / active EE | $3,354 | $3,533-5.1% | $3,497-4.1% | $3,061+9.6% |
| Admin fee / account holder | $336 | $93+260.5% | $5,481-93.9% | $95+255.5% |