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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $185,555 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 19 · EIN 36-3145972 | Securities Custodian | $180,975 |
Filed as: DONNELLY WEALTH ADVISORS Service code 26 · EIN 33-0898737 | Advisory (Participants) | $52,506 |
MERCER8+ years Filed as: MERCER GLOBAL ADVISORS, INC. Service code 26 · EIN 74-3257877 | Advisory (Participants) | $36,062 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-2859641 | Advisory (Participants) | $33,905 |
LAUREL WEALTH ADVISORS6 years Service code 26 8008 GIRARD AVENUE, SUITE 330 · LA JOLLA, CA 92037 | Advisory (Participants) | $30,753 |
Filed as: BEACON POINTE Service code 26 11601 WILSHIRE BOULEVARD, STE 1600 · LOS ANGELES, CA 90025 | Advisory (Participants) | $23,071 |
MISSION WEALTH MANAGEMENT LP4 years Filed as: MISSION WEALTH Service code 26 1111 CHAPALA STREET, 3RD FLOOR · SANTA BARBARA, CA 93101 | Advisory (Participants) | $21,910 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC, Service code 19 · EIN 94-1737782 | Securities Custodian | $12,414 |
WEST COAST FINANCIAL5 years Service code 26 1525 STATE ST., STE 104 · SANTA BARBARA, CA 931016510 | Advisory (Participants) | $12,263 |
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 | $621,315 | $65,083+854.7% | $143,788+332.1% | $66,930+828.3% |
| Participation rate | 96.8% | 65.2%+31.6pp | 80.3%+16.5pp | 69.8%+27.0pp |
| Annual return | -15.65% | -11.13%-4.5pp | -0.03%-15.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $22,026 | $2,361+832.8% | $4,952+344.8% | $2,545+765.5% |
| Participant deferral / active EE | $16,744 | $2,920+473.4% | $5,638+197.0% | $4,238+295.1% |
| Admin fee / account holder | $2,224 | $502+342.7% | $14,675-84.8% | $593+274.7% |