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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $59,847 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 39-4001764 | Advisory (Plan) | $53,265 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $52,352 |
HUNTER BENEFITS CONSULTING GROUP3+ years Service code 15 · EIN 36-4430093 | Recordkeeping | $12,512 |
SIKICH LLP3+ years Service code 10 · EIN 36-3168081 | Accounting | $9,792 |
DLA PIPER3+ years Filed as: DLA PIPER RUDNICK LLP Service code 29 · EIN 52-0616490 | Legal | $3,992 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,029 | $89,769+62.7% | $76,767+90.2% | - |
| Participation rate | 85.5% | 75.1%+10.5pp | 77.0%+8.6pp | - |
| Annual return | 9.85% | -5.73%+15.6pp | 2.43%+7.4pp | - |
| Employer contribution / active EE | $6,055 | $1,505+302.3% | $2,485+143.6% | - |
| Participant deferral / active EE | $0 | $3,196-100.0% | $3,852-100.0% | - |
| Admin fee / account holder | $657 | $4,068-83.9% | $6,675-90.2% | - |