Filed December 1, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $58,160 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 26 TWO PIERCE PLACE · ITASCA, IL 60143 | Advisory (Participants) | $27,516 |
TEMPLETON & COMPANY LLP8 years Service code 10 · EIN 14-1918990 222 LAKEVIEW AVENUE, SUITE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $10,000 |
MATRIX TRUST COMPANY3 years Service code 18 | Soft dollars commissions; Trustee (di... | $0 |
MATRIX TRUST COMPANY3 years Filed as: MSCS FS DIV OF BROADRIDGE BPO, LLC Service code 59 · EIN 33-1151291 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,825 | $113,568-28.0% | $67,575+21.1% | $199,960-59.1% |
| Participation rate | 39.5% | 73.3%-33.9pp | 72.9%-33.5pp | 72.0%-32.5pp |
| Annual return | 13.70% | 15.88%-2.2pp | 3528.98%-3515.3pp | 34.28%-20.6pp |
| Employer contribution / active EE | $1,024 | $3,409-70.0% | $2,736-62.6% | $3,036-66.3% |
| Participant deferral / active EE | $1,612 | $4,163-61.3% | $4,003-59.7% | $5,087-68.3% |
| Admin fee / account holder | $98 | $102-4.2% | $3,993-97.5% | $269-63.6% |