Filed April 27, 2016
Total covered: 12 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $63,125 |
MORGAN STANLEY SMITH BARNEY3+ 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 LLP2 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,075 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Annual investment return 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 | $68,738 | $65,118+5.6% | $76,767-10.5% | $55,725+23.4% |
| Participation rate | 91.5% | 79.6%+11.9pp | 77.0%+14.5pp | 70.9%+20.6pp |
| Annual return | -9.05% | -1.27%-7.8pp | 2.43%-11.5pp | 244.93%-254.0pp |
| Employer contribution / active EE | $589 | $1,941-69.6% | $2,485-76.3% | $2,078-71.6% |
| Participant deferral / active EE | $1,912 | $3,688-48.2% | $3,852-50.4% | $3,356-43.0% |
| Admin fee / account holder | $122 | $116+4.9% | $6,675-98.2% | $115+5.5% |