Filed August 11, 1995
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,993 |
HARBOUR INVESTMENTS INC3 years Service code 27 · EIN 39-1571149 | Advisory (Plan) | $27,500 |
WIPFLI LLP7 years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $13,965 |
MATRIX TRUST COMPANY4 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,867 | $88,203+147.0% | $165,100+32.0% | $74,478+192.5% |
| Participation rate | 81.4% | 73.1%+8.3pp | 78.6%+2.8pp | 67.2%+14.2pp |
| Annual return | 14.63% | 17.13%-2.5pp | 70.21%-55.6pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $7,685 | $2,601+195.5% | $4,348+76.7% | $2,626+192.6% |
| Participant deferral / active EE | $10,049 | $4,505+123.1% | $6,035+66.5% | $4,350+131.0% |
| Admin fee / account holder | $457 | $2,235-79.6% | $12,696-96.4% | $1,946-76.5% |