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 | $379,166 |
BRANDES INVESTMENT PARTNERS4 years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 26 · EIN 33-0704072 | Advisory (Participants) | $325,675 |
MADISON INVESTMENT ADVISORS4 years Filed as: MADISON PARK ADVISORS, LLC Service code 26 1201 3RD AVENUE, STE 5040 · SEATTLE, WA 98101 | Advisory (Participants) | $58,570 |
Filed as: NORTHWESTERN MUTUAL FINANCIAL Service code 50 601 UNION STREET, SUITE 2500 · SEATTLE, WA 98101 | Direct Payment | $44,772 |
AMERICAN FUNDS6+ years Filed as: SONATA CAPITAL GROUP Service code 26 · EIN 91-2035283 | Advisory (Participants) | $40,747 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,085 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-3266276 | Advisory (Participants) | $20,113 |
Filed as: FIRST REPUBLIC INV COMPANY Service code 26 111 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $15,646 |
BECKER CAPITAL MANAGEMENT5 years Filed as: BECKER CAPITAL MANAGEMENT, INC. Service code 26 · EIN 93-0663104 | Advisory (Participants) | $15,398 |
Filed as: MESIROW FINANCIAL INV MGMT INC. Service code 26 · EIN 36-3429599 | Advisory (Participants) | $15,045 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,047 | $127,481+175.4% | $149,751+134.4% | $90,274+288.9% |
| Participation rate | 94.5% | 78.2%+16.2pp | 82.5%+12.0pp | 73.4%+21.1pp |
| Annual return | 15.36% | 57.78%-42.4pp | 276.71%-261.3pp | 53.97%-38.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $11,322 | $6,975+62.3% | $6,843+65.5% | $4,231+167.6% |
| Admin fee / account holder | $651 | $152+329.3% | $9,312-93.0% | $114+470.9% |