Filed February 10, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP3+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $20,101 |
Service code 36 | Participant communication; Copying an... | $4,431 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 36 · EIN 35-0145825 | Investment management fees paid indir... | $558 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,335 | $81,537-44.4% | $149,721-69.7% | $69,634-34.9% |
| Participation rate | 46.8% | 86.1%-39.3pp | 87.1%-40.2pp | 70.7%-23.9pp |
| Annual return | 15.48% | 22.79%-7.3pp | 1501.67%-1486.2pp | 27572.26%-27556.8pp |
| Employer contribution / active EE | $1,273 | $3,239-60.7% | $5,444-76.6% | $2,032-37.4% |
| Participant deferral / active EE | $1,742 | $4,994-65.1% | $6,568-73.5% | $3,224-46.0% |
| Admin fee / account holder | $1 | $107-99.2% | $11,282-100.0% | $110-99.2% |