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 | $51,402 |
MORGAN STANLEY SMITH BARNEY5+ 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 LLP4 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,900 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,156 | $79,519+19.7% | $95,964-0.8% | $73,412+29.6% |
| Participation rate | 92.4% | 81.2%+11.2pp | 77.1%+15.3pp | 72.2%+20.2pp |
| Annual return | 15.00% | 19.20%-4.2pp | 91.64%-76.6pp | 59.30%-44.3pp |
| Employer contribution / active EE | $537 | $2,048-73.8% | $2,541-78.9% | $2,234-76.0% |
| Participant deferral / active EE | $1,651 | $4,138-60.1% | $4,167-60.4% | $3,806-56.6% |
| Admin fee / account holder | $124 | $184-33.0% | $6,797-98.2% | $158-21.8% |