Filed January 19, 2006
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 |
|---|---|---|
COMPASS CAPITAL MANAGEMENT INC10+ years Filed as: COMPASS CAPITAL MANAGEMENT INC. Service code 28 · EIN 41-1611668 | Investment Management | $230,574 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $21,397 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,326 | $55,470+708.2% | $155,556+188.2% | $74,478+502.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.19% | 269.80%-257.6pp | 64.84%-52.6pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $12,881 | $2,267+468.3% | $4,675+175.5% | $2,626+390.5% |
| Participant deferral / active EE | $8,471 | $2,838+198.5% | $5,631+50.4% | $4,350+94.7% |
| Admin fee / account holder | $1,081 | $1,744-38.0% | $15,885-93.2% | $1,946-44.4% |