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 |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 39-4001764 | Advisory (Plan) | $38,527 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $37,841 |
SANDS CAPITAL MANAGEMENT, LLC8+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $32,294 |
HUNTER BENEFITS CONSULTING GROUP8+ years Service code 15 · EIN 36-4430093 | Recordkeeping | $14,950 |
SIKICH LLP8+ years Service code 10 · EIN 36-3168081 | Accounting | $10,500 |
MATRIX TRUST COMPANY2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,108 | $99,168+17.1% | $96,576+20.2% | $74,440+56.0% |
| Participation rate | 96.2% | 80.7%+15.5pp | 76.0%+20.2pp | 70.7%+25.4pp |
| Annual return | -6.46% | 22.40%-28.9pp | 25.87%-32.3pp | 34.37%-40.8pp |
| Employer contribution / active EE | $6,361 | $2,570+147.5% | $2,965+114.5% | $2,638+141.1% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,529-100.0% |
| Admin fee / account holder | $364 | $225+62.1% | $8,253-95.6% | $348+4.8% |