Filed August 4, 2015 (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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $134,313 |
TFB ADVISORS, LLC1 year Service code 17 4801 W. 110TH STREET, SUITE 200 · OVERLAND PARK, KS 66211 | Pension Consulting | $88,042 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $36,200 |
Filed as: ONEAMERICA FINANCIAL SERVICES, LLP Service code 15 · EIN 46-5378846 | Recordkeeping | $18,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,562 | $45,000+1.2% | $143,757-68.3% | $77,904-41.5% |
| Participation rate | 49.4% | 66.8%-17.4pp | 80.3%-30.9pp | 73.7%-24.3pp |
| Annual return | -13.57% | 29.03%-42.6pp | -0.04%-13.5pp | 12.21%-25.8pp |
| Employer contribution / active EE | $827 | $1,870-55.7% | $4,951-83.3% | $2,848-70.9% |
| Participant deferral / active EE | $2,781 | $3,157-11.9% | $5,637-50.7% | $4,806-42.1% |
| Admin fee / account holder | $263 | $98+166.9% | $14,673-98.2% | $133+98.2% |