Filed February 10, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $10,500 |
Filed as: TOWERS WATSON Service code 15 28025 NETWORK PLACE LOCKBOX 28025 · CHICAGO, IL 606731280 | Recordkeeping | $7,900 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 36 · EIN 35-0145825 | Distribution (12b-1) fees; Shareholde... | $2,469 |
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 | $45,991 | $80,005-42.5% | $140,019-67.2% | $55,727-17.5% |
| Participation rate | 51.8% | 87.0%-35.2pp | 87.5%-35.7pp | 70.9%-19.1pp |
| Annual return | -2.41% | 0.46%-2.9pp | 651.19%-653.6pp | 244.94%-247.3pp |
| Employer contribution / active EE | $2,134 | $3,403-37.3% | $5,605-61.9% | $2,078+2.7% |
| Participant deferral / active EE | $2,912 | $5,264-44.7% | $6,927-58.0% | $3,356-13.2% |
| Admin fee / account holder | $41 | $116-64.8% | $10,705-99.6% | $115-64.7% |