Filed December 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
RT JONES CAPITAL EQUITIES MGMT INC10+ years Service code 26 · EIN 20-1090152 | Advisory (Participants) | $19,163 |
Filed as: FIRST HEARTLAND CNSLTNTS Service code 16 · EIN 43-1635589 | Consulting | $18,966 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $4,410 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,256 | $78,485-52.5% | $106,213-64.9% | $74,495-50.0% |
| Participation rate | 85.9% | 72.8%+13.0pp | 75.3%+10.6pp | 67.2%+18.7pp |
| Annual return | 16.56% | 15.95%+0.6pp | 116.14%-99.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $953 | $2,523-62.2% | $3,171-69.9% | $2,623-63.7% |
| Participant deferral / active EE | $3,100 | $4,322-28.3% | $5,016-38.2% | $4,346-28.7% |
| Admin fee / account holder | $104 | $2,232-95.3% | $11,033-99.1% | $1,942-94.6% |