Filed April 27, 2016
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $70,685 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $15,000 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $11,950 |
BMO HARRIS BANK NA2+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,227 | $69,305+33.1% | $82,312+12.0% | $69,631+32.5% |
| Participation rate | 91.7% | 80.3%+11.4pp | 76.9%+14.8pp | 70.7%+21.0pp |
| Annual return | 16.94% | 21.47%-4.5pp | 25.88%-8.9pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $408 | $1,887-78.4% | $2,428-83.2% | $2,032-79.9% |
| Participant deferral / active EE | $1,884 | $3,568-47.2% | $3,706-49.2% | $3,224-41.6% |
| Admin fee / account holder | $135 | $97+39.3% | $5,608-97.6% | $110+22.6% |