Filed March 11, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $111,734 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 35-0145825 | Investment Management | $64,000 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $7,613 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,177 | $53,216-43.3% | $155,534-80.6% | $199,960-84.9% |
| Participation rate | 43.7% | 64.1%-20.4pp | 78.2%-34.5pp | 72.0%-28.3pp |
| Annual return | 16.50% | 41.18%-24.7pp | 64.92%-48.4pp | 34.28%-17.8pp |
| Employer contribution / active EE | $1,106 | $1,848-40.2% | $4,675-76.3% | $3,036-63.6% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $186-99.9% | $15,900-100.0% | $269-99.9% |