Filed January 27, 1993
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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD10+ years Filed as: OXFORD FINANCIAL GROUP LTD Service code 27 · EIN 35-1588335 | Advisory (Plan) | $33,428 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $16,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,293 | $79,169+49.4% | $100,415+17.8% | $74,478+58.8% |
| Participation rate | 63.8% | 79.4%-15.6pp | 81.5%-17.7pp | 67.2%-3.4pp |
| Annual return | 15.00% | 20.51%-5.5pp | 49.47%-34.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,440 | $3,017-52.3% | $3,943-63.5% | $2,626-45.2% |
| Participant deferral / active EE | $4,952 | $7,751-36.1% | $8,091-38.8% | $4,350+13.8% |
| Admin fee / account holder | $572 | $1,337-57.2% | $7,906-92.8% | $1,946-70.6% |