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 |
|---|---|---|
SANDS CAPITAL MANAGEMENT, LLC7+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $56,143 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 39-4001764 | Advisory (Plan) | $49,104 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $39,812 |
DLA PIPER7+ years Filed as: DLA PIPER RUDNICK LLP Service code 29 · EIN 52-0616490 | Legal | $28,771 |
HUNTER BENEFITS CONSULTING GROUP7+ years Service code 15 · EIN 36-4430093 | Recordkeeping | $11,048 |
SIKICH LLP7+ years Service code 10 · EIN 36-3168081 | Accounting | $9,928 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,034 | $72,303+68.8% | $86,698+40.8% | $64,819+88.3% |
| Participation rate | 88.5% | 80.4%+8.1pp | 76.6%+11.9pp | 71.5%+17.0pp |
| Annual return | -0.61% | 392.77%-393.4pp | 35.95%-36.6pp | 32.84%-33.5pp |
| Employer contribution / active EE | $5,380 | $2,393+124.8% | $2,837+89.7% | $2,507+114.6% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $510 | $174+193.1% | $7,493-93.2% | $188+171.5% |