Filed May 29, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: PRIME CAPITAL INVMT. ADV. Service code 26 · EIN 82-1364595 | Advisory (Participants) | $25,006 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,698 | $65,322-42.3% | $70,462-46.5% | $73,493-48.7% |
| Participation rate | 64.2% | 77.0%-12.7pp | 75.1%-10.8pp | 70.7%-6.4pp |
| Annual return | 7.21% | 15.71%-8.5pp | 109.08%-101.9pp | 28.51%-21.3pp |
| Employer contribution / active EE | $1,784 | $2,460-27.5% | $2,737-34.8% | $2,270-21.4% |
| Participant deferral / active EE | $3,048 | $3,375-9.7% | $3,710-17.8% | $3,740-18.5% |
| Admin fee / account holder | $89 | $214-58.3% | $3,845-97.7% | $513-82.6% |