Filed December 10, 1990
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 | $363,037 |
Filed as: BRANDES INVESTMENT PARTNERS LP Service code 26 · EIN 33-0704072 | Advisory (Participants) | $265,540 |
Filed as: MADISON PARK ADVISORS, LLC Service code 26 1201 3RD AVENUE, STE 5040 · SEATTLE, WA 98101 | Advisory (Participants) | $40,160 |
Filed as: NORTHWESTERN MUTUAL FINANCIAL Service code 53 601 UNION STREET, SUITE 2500 · SEATTLE, WA 98101 | Insurance Commissions | $36,882 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,417 |
CONCERT WEALTH MANAGEMENT2 years Filed as: CONCERT WEALTH MANAGEMENT INC. Service code 26 P.O. BOX 2226 · OMAHA, NE 68103 | Advisory (Participants) | $21,691 |
AMERICAN FUNDS3+ years Filed as: SONATA CAPITAL GROUP Service code 26 · EIN 91-2035283 2001 6TH AVE · SEATTLE, WA 98101 | Advisory (Participants) | $21,640 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-3266276 | Advisory (Participants) | $15,778 |
Filed as: MCGINN INVESTMENT MANAGEMENT INC. Service code 26 · EIN 52-1760109 | Advisory (Participants) | $9,942 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE INC. Service code 59 · EIN 47-0533629 | Shareholder Servicing | $8,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,892 | $96,458+215.0% | $136,298+123.0% | $77,958+289.8% |
| Participation rate | 94.5% | 75.4%+19.1pp | 81.9%+12.6pp | 71.6%+22.8pp |
| Annual return | 17.56% | 23.78%-6.2pp | 5156.27%-5138.7pp | 20.87%-3.3pp |
| Employer contribution / active EE | $9,808 | $3,144+212.0% | $4,696+108.9% | $2,310+324.5% |
| Participant deferral / active EE | $9,684 | $5,902+64.1% | $6,247+55.0% | $3,537+173.8% |
| Admin fee / account holder | $595 | $80+639.8% | $9,244-93.6% | $97+511.2% |