Filed February 10, 2015 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP2+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $12,326 |
Service code 36 | Participant communication; Copying an... | $2,554 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 36 · EIN 35-0145825 | Shareholder servicing fees; Sub-trans... | $545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,855 | $71,802-34.7% | $133,975-65.0% | $57,661-18.7% |
| Participation rate | 49.0% | 85.5%-36.4pp | 87.1%-38.0pp | 70.2%-21.2pp |
| Annual return | 6.92% | 13.51%-6.6pp | 29.29%-22.4pp | 5.13%+1.8pp |
| Employer contribution / active EE | $952 | $3,161-69.9% | $5,211-81.7% | $1,974-51.8% |
| Participant deferral / active EE | $726 | $4,606-84.2% | $6,282-88.4% | $3,061-76.3% |
| Admin fee / account holder | $1 | $88-98.9% | $9,324-100.0% | $95-99.0% |