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 TRUST7+ years Filed as: WESTWOOD MANAGEMENT CORPORATION Service code 28 · EIN 36-2868317 | Investment Management | $310,787 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $103,006 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,771 | $93,131+35.0% | $106,548+18.0% | $86,799+44.9% |
| Participation rate | 93.2% | 81.4%+11.8pp | 76.1%+17.1pp | 72.3%+20.9pp |
| Annual return | 12.68% | 19.45%-6.8pp | 26.80%-14.1pp | 97.91%-85.2pp |
| Employer contribution / active EE | $3,871 | $2,895+33.7% | $2,819+37.3% | $2,405+60.9% |
| Participant deferral / active EE | $5,348 | $4,708+13.6% | $4,398+21.6% | $4,131+29.5% |
| Admin fee / account holder | $441 | $145+204.0% | $7,407-94.0% | $170+160.2% |