Filed December 29, 2014 (most recent of 3 filings on file)
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: AMERICAN UNITED LIFE Service code 66 | Insurance mortality and expense charg... | $97,567 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,336 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,211 |
Filed as: BMH INC RETIREMENT PLAN Service code 28 · EIN 20-5126945 | Investment Management | $0 |
MOUNTAIN WEST PENSIONS, INC.2 years Filed as: MOUNTAIN WEST PENSIONS INC Service code 28 · EIN 20-5027007 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,020 | $46,292-9.2% | $143,757-70.8% | $64,808-35.2% |
| Participation rate | 35.8% | 64.2%-28.4pp | 80.3%-44.5pp | 71.5%-35.7pp |
| Annual return | -15.72% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $749 | $1,910-60.8% | $4,951-84.9% | $2,506-70.1% |
| Participant deferral / active EE | $1,547 | $2,646-41.5% | $5,637-72.6% | $4,310-64.1% |
| Admin fee / account holder | $16 | $154-89.4% | $14,673-99.9% | $188-91.3% |