Filed September 11, 2012
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $154,569 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $48,728 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 28 PO BOX 829709 · PHILADELPHIA, PA 19182 | Investment Management | $0 |
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 | $155,636 | $67,594+130.3% | $77,361+101.2% | $69,733+123.2% |
| Participation rate | 76.5% | 71.7%+4.8pp | 75.0%+1.6pp | 62.5%+14.1pp |
| Annual return | 12.99% | 19.20%-6.2pp | 1011.54%-998.6pp | 15.22%-2.2pp |
| Employer contribution / active EE | $4,033 | $2,649+52.2% | $2,990+34.9% | $2,250+79.2% |
| Participant deferral / active EE | $6,463 | $3,401+90.0% | $3,911+65.3% | $3,054+111.6% |
| Admin fee / account holder | $6 | $1,159-99.4% | $5,894-99.9% | $3,102-99.8% |