Filed September 25, 2012 (most recent of 3 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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 66 | Other insurance wrap fees; Insurance ... | $104,333 |
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 · EIN 92-1664169 | Contract Administrator | $7,598 |
RT JONES CAPITAL EQUITIES MGMT INC10+ years Service code 26 · EIN 20-1090152 | Advisory (Participants) | $3,470 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $3,406 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,801 | $129,227-18.1% | $184,256-42.6% | $77,762+36.1% |
| Participation rate | 97.5% | 87.4%+10.1pp | 86.8%+10.6pp | 70.6%+26.9pp |
| Annual return | 12.66% | 33.24%-20.6pp | 28.85%-16.2pp | 31.27%-18.6pp |
| Employer contribution / active EE | $4,764 | $4,412+8.0% | $6,427-25.9% | $2,728+74.6% |
| Participant deferral / active EE | $5,469 | $7,307-25.1% | $9,133-40.1% | $4,651+17.6% |
| Admin fee / account holder | $98 | $256-61.8% | $13,899-99.3% | $433-77.5% |