Filed October 18, 2004
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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $263,609 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $49,115 |
Filed as: GALLAGHER BENEFIT SVCS INC. Service code 16 · EIN 36-4291971 | Consulting | $15,576 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,556 | $55,694-43.3% | $81,882-61.5% | $200,096-84.2% |
| Participation rate | 89.9% | 62.7%+27.2pp | 72.4%+17.5pp | 72.0%+17.9pp |
| Annual return | 13.33% | 19.59%-6.3pp | 779.47%-766.1pp | 34.26%-20.9pp |
| Employer contribution / active EE | $0 | $2,114-100.0% | $2,916-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,872 | $3,299-12.9% | $4,323-33.6% | $5,090-43.6% |
| Admin fee / account holder | $44 | $348-87.3% | $7,360-99.4% | $269-83.5% |