Filed July 30, 1999
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 |
|---|---|---|
Service code 15 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping | $6,003 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN UNTIED LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,645 | $43,423+32.8% | $78,676-26.7% | $55,167+4.5% |
| Participation rate | 93.3% | 68.0%+25.3pp | 73.6%+19.8pp | 69.0%+24.3pp |
| Annual return | -1.71% | 11.53%-13.2pp | 62.19%-63.9pp | 169.23%-170.9pp |
| Employer contribution / active EE | $2,702 | $1,997+35.3% | $2,850-5.2% | $1,963+37.7% |
| Participant deferral / active EE | $3,169 | $2,509+26.3% | $3,517-9.9% | $3,054+3.7% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |