Filed December 21, 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.
| Provider | Service type | Compensation |
|---|---|---|
IPI WEALTH MANAGEMENT INC1+ years Filed as: IPI ASSET MANAGEMENT Service code 26 · EIN 36-4061968 | Advisory (Participants) | $54,855 |
Service code 25 100 SOUTH PHILLIPS AVE · SIOUX FALLS, SD 57104 | Directed Trustee | $47,465 |
CAPELLA, INC.1+ years Service code 15 · EIN 27-3439116 | Recordkeeping | $38,972 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $2,425 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $203,685 | $37,117+448.8% | $147,618+38.0% | $55,191+269.1% |
| Participation rate | 85.1% | 63.6%+21.5pp | 84.6%+0.5pp | 69.2%+15.9pp |
| Annual return | -0.14% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $9,702 | $1,620+498.7% | $5,564+74.4% | $1,899+411.0% |
| Participant deferral / active EE | $1,964 | $1,985-1.1% | $4,895-59.9% | $3,046-35.5% |
| Admin fee / account holder | $492 | $86+475.0% | $11,612-95.8% | $91+442.0% |