Filed October 22, 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 |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 39-4001764 | Advisory (Plan) | $50,752 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $50,706 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $34,140 |
DLA PIPER2+ years Filed as: DLA PIPER RUDNICK LLP Service code 29 · EIN 52-0616490 | Legal | $31,083 |
HUNTER BENEFITS CONSULTING GROUP2+ years Service code 15 · EIN 36-4430093 | Recordkeeping | $14,669 |
SIKICH LLP2+ years Service code 10 · EIN 36-3168081 | Accounting | $10,204 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,287 | $64,909+179.3% | $82,313+120.2% | $62,292+191.0% |
| Participation rate | 84.6% | 74.9%+9.7pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 14.71% | 21.18%-6.5pp | 25.88%-11.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $12,624 | $1,676+653.2% | $2,428+419.9% | $2,042+518.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $697 | $440+58.5% | $5,608-87.6% | $479+45.3% |