Filed April 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $134,379 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $53,760 |
RT JONES CAPITAL EQUITIES MGMT INC10+ years Service code 26 · EIN 20-1090152 | Advisory (Participants) | $29,096 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,173 | $53,254-22.7% | $155,574-73.5% | $199,921-79.4% |
| Participation rate | 95.0% | 64.1%+30.9pp | 78.2%+16.8pp | 72.0%+23.0pp |
| Annual return | 14.92% | 41.18%-26.3pp | 64.87%-49.9pp | 34.28%-19.4pp |
| Employer contribution / active EE | $1,996 | $1,848+8.0% | $4,676-57.3% | $3,035-34.2% |
| Participant deferral / active EE | $3,249 | $3,165+2.7% | $5,629-42.3% | $5,089-36.1% |
| Admin fee / account holder | $44 | $186-76.1% | $15,914-99.7% | $269-83.5% |