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, LLC9+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $23,033 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 39-4001764 | Advisory (Plan) | $21,410 |
HUNTER BENEFITS CONSULTING GROUP9+ years Service code 27 · EIN 36-4430093 | Advisory (Plan) | $17,250 |
SIKICH LLP9+ years Service code 10 · EIN 36-3168081 | Accounting | $11,200 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,252 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,969 | $89,054+45.9% | $102,457+26.9% | $77,692+67.3% |
| Participation rate | 84.8% | 80.9%+3.9pp | 76.5%+8.3pp | 70.6%+14.2pp |
| Annual return | 13.80% | 25.02%-11.2pp | 29.41%-15.6pp | 31.25%-17.5pp |
| Employer contribution / active EE | $5,965 | $2,698+121.1% | $3,022+97.4% | $2,726+118.8% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $200 | $236-15.0% | $9,451-97.9% | $431-53.5% |