Filed September 29, 1992
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 |
|---|---|---|
STRATEGIC WEALTH PARTNERS5+ years Filed as: STRATEGIC WEALTH PARTNERS LLC Service code 27 520 LAKE COOK RD # 270 · DEERFIELD, IL 60015 | Advisory (Plan) | $141,334 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $78,399 |
MATRIX TRUST COMPANY5+ 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.)
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 | $115,143 | $92,186+24.9% | $105,624+9.0% | $77,762+48.1% |
| Participation rate | 98.7% | 81.0%+17.7pp | 75.3%+23.5pp | 70.6%+28.2pp |
| Annual return | 15.85% | 17.83%-2.0pp | 116.20%-100.3pp | 31.27%-15.4pp |
| Employer contribution / active EE | $3,281 | $3,376-2.8% | $3,168+3.6% | $2,728+20.3% |
| Participant deferral / active EE | $7,339 | $5,395+36.0% | $5,013+46.4% | $4,651+57.8% |
| Admin fee / account holder | $425 | $219+94.0% | $10,961-96.1% | $433-1.8% |