Filed July 17, 1995
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3145972 | Securities Custodian | $297,719 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $245,698 |
DONNELLY WEALTH ADVISORS INC3 years Filed as: DONNELLY WEALTH ADVISORS Service code 26 · EIN 33-0898737 | Advisory (Participants) | $60,559 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 26 · EIN 13-2859641 | Advisory (Participants) | $39,891 |
LAUREL WEALTH ADVISORS8 years Service code 26 8008 GIRARD AVENUE, SUITE 330 · LA JOLLA, CA 92037 | Advisory (Participants) | $35,407 |
MISSION WEALTH MANAGEMENT LP6 years Filed as: MISSION WEALTH Service code 26 1111 CHAPALA STREET, 3RD FLOOR · SANTA BARBARA, CA 93101 | Advisory (Participants) | $30,466 |
GOLDMAN SACHS6 years Filed as: LHA CAPITAL PARTNERS Service code 26 · EIN 82-2030511 | Advisory (Participants) | $29,326 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON POINTE Service code 26 11601 WILSHIRE BOULEVARD, STE 1600 · LOS ANGELES, CA 90025 | Advisory (Participants) | $27,825 |
Filed as: ENVESTNET ASSET MANAGEMENT, INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $24,588 |
MERCER10+ years Filed as: MERCER GLOBAL ADVISORS, INC. Service code 26 · EIN 74-3257877 | Advisory (Participants) | $21,842 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $743,841 | $55,470+1241.0% | $155,556+378.2% | $74,478+898.7% |
| Participation rate | 88.4% | 61.9%+26.5pp | 78.2%+10.2pp | 67.2%+21.2pp |
| Annual return | 15.49% | 269.80%-254.3pp | 64.84%-49.4pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $22,446 | $2,267+890.2% | $4,675+380.1% | $2,626+754.7% |
| Participant deferral / active EE | $17,819 | $2,838+527.9% | $5,631+216.5% | $4,350+309.6% |
| Admin fee / account holder | $2,621 | $1,744+50.3% | $15,885-83.5% | $1,946+34.7% |