Filed December 3, 2014
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LL Service code 14 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Plan Administrator | $35,674 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 66 | Insurance mortality and expense charg... | $22,968 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 37 · EIN 35-0145825 | Loan Processing | $1,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,119 | $52,722-10.6% | $90,461-47.9% | $73,412-35.8% |
| Participation rate | 54.3% | 67.7%-13.4pp | 72.7%-18.4pp | 72.2%-17.9pp |
| Annual return | 11.68% | 20.70%-9.0pp | 1294.76%-1283.1pp | 59.30%-47.6pp |
| Employer contribution / active EE | $324 | $1,872-82.7% | $3,264-90.1% | $2,234-85.5% |
| Participant deferral / active EE | $868 | $2,810-69.1% | $3,964-78.1% | $3,806-77.2% |
| Admin fee / account holder | $174 | $117+49.3% | $5,617-96.9% | $158+10.5% |