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 |
|---|---|---|
DANA INVESTMENT ADVISORS9+ years Service code 21 · EIN 39-1512278 | Bank Trustee | $56,642 |
Filed as: ONEAMERICA Service code 24 · EIN 46-5378846 | Discretionary Trustee | $56,631 |
REGAL INVESTMENT ADVISORS LLC9+ years Filed as: REGAL BAY INVESTMENT GROUP, LLC Service code 21 250 E WISCONSIN AVE, STE 1500 · MILWAUKEE, WI 53202 | Bank Trustee | $21,690 |
FIDUCIARY MANAGEMENT, INC.9+ years Service code 21 · EIN 39-1346018 | Bank Trustee | $20,644 |
Service code 21 · EIN 39-1572238 | Bank Trustee | $12,265 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $118,491-100.0% | $98,462-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | -97.57% | 19.01%-116.6pp | 21.20%-118.8pp | 373.99%-471.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,870-100.0% | $8,875-100.0% | $11,410-100.0% |