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 | $316,167 |
WIPFLI LLP6 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $19,185 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $15,000 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,003 | $72,303-1.8% | $86,698-18.1% | $64,824+9.5% |
| Participation rate | 92.6% | 80.4%+12.2pp | 76.6%+16.0pp | 71.5%+21.1pp |
| Annual return | -15.49% | 392.77%-408.3pp | 35.96%-51.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $814 | $2,393-66.0% | $2,837-71.3% | $2,507-67.5% |
| Participant deferral / active EE | $2,653 | $4,660-43.1% | $4,656-43.0% | $4,311-38.5% |
| Admin fee / account holder | $594 | $174+241.3% | $7,492-92.1% | $188+216.1% |