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 | $62,771 |
MORGAN STANLEY SMITH BARNEY4+ 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 LLP3 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,075 |
BMO HARRIS BANK NA4+ 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 | $77,671 | $73,404+5.8% | $87,103-10.8% | $67,582+14.9% |
| Participation rate | 92.7% | 80.9%+11.9pp | 76.9%+15.9pp | 71.3%+21.5pp |
| Annual return | 21.53% | 48.29%-26.8pp | 28.19%-6.7pp | 378.57%-357.0pp |
| Employer contribution / active EE | $615 | $2,014-69.5% | $2,521-75.6% | $2,148-71.4% |
| Participant deferral / active EE | $2,009 | $3,913-48.7% | $4,049-50.4% | $3,539-43.2% |
| Admin fee / account holder | $123 | $142-13.4% | $7,491-98.4% | $142-13.9% |