Filed March 27, 2011 (most recent of 3 filings on file)
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 Service code 24 · EIN 46-5378846 | Discretionary Trustee | $62,815 |
Service code 21 · EIN 39-1572238 | Bank Trustee | $48,503 |
DANA INVESTMENT ADVISORS3+ years Service code 21 · EIN 39-1512278 | Bank Trustee | $47,915 |
FIDUCIARY MANAGEMENT, INC.3+ years Service code 21 · EIN 39-1346018 | Bank Trustee | $43,529 |
REGAL INVESTMENT ADVISORS LLC3+ years Filed as: REGAL BAY INVESTMENT GROUP, LLC Service code 21 250 E WISCONSIN AVE, STE 1500 · MILWAUKEE, WI 53202 | Bank Trustee | $41,774 |
JAMES A. REICHERT3+ years Filed as: JAMES FUERHOLZER Service code 20 1275 LAKE AVENUE · CRYSTAL LAKE, IL 600145407 | Trustee (individual); Trustee (discre... | $5,000 |
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL HONKAMP Service code 20 12720 LEE CT. · ELM GROVE, WI 53122 | Trustee (individual); Trustee (discre... | $5,000 |
RONALD BLUE & COMPANY3+ years Filed as: RONALD WISNIEWSKI Service code 20 N22 W26696 SHOOTING STAR ROAD · PEWAUKEE, WI 53072 | Trustee (individual); Trustee (discre... | $5,000 |
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 | $70,104 | $75,284-6.9% | $91,004-23.0% | $69,634+0.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 14.80% | 48.40%-33.6pp | 4.60%+10.2pp | 27572.26%-27557.5pp |
| Employer contribution / active EE | $4,289 | $2,473+73.5% | $2,456+74.7% | $2,032+111.1% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $292 | $111+164.3% | $5,417-94.6% | $110+164.6% |