Filings through .
Filed February 13, 2014
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $39,764 |
5 funds of $250K or more; 11 lines in all, holding $5.7M of the plan's $5.7M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: Nuveen Lifecycle Index, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $5.2M | 91.5% |
| Stable Value Fund Manager not matched · Insurance contract | $229K | 4.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $153K | 2.7% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $70K | 1.2% |
| Vanguard Selected Value Investors Vanguard · Mutual fund | $12K | 0.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $7K | 0.1% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $6K | 0.1% |
| Prudential Pgim Jenn Midcap Grth R6 Mutual Fund Shares Prudential (PGIM) · Mutual fund | $4K | <0.1% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $2K | <0.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1K | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.