Filed October 21, 2008
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 | $55,012 |
FRANCIS INVESTMENT COUNCIL2 years Filed as: FRANCIS LLC Service code 28 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,698 | $53,204-57.3% | $155,556-85.4% | $200,096-88.7% |
| Participation rate | 80.4% | 64.1%+16.3pp | 78.2%+2.1pp | 72.0%+8.3pp |
| Annual return | 14.75% | 41.02%-26.3pp | 64.84%-50.1pp | 34.26%-19.5pp |
| Employer contribution / active EE | $1,686 | $1,850-8.9% | $4,675-63.9% | $3,038-44.5% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $42 | $186-77.3% | $15,885-99.7% | $269-84.4% |