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 |
|---|---|---|
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $15,595 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 13 · EIN 35-0145825 | Contract Administrator | $1,575 |
Service code 52 | Indirect Investment Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $67,973 | $74,089-8.3% | $133,975-49.3% | $55,167+23.2% |
| Participation rate | 99.5% | 84.3%+15.2pp | 87.1%+12.4pp | 69.0%+30.5pp |
| Annual return | 7.66% | 12.11%-4.4pp | 29.29%-21.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $3,696 | $3,064+20.6% | $5,211-29.1% | $1,963+88.3% |
| Participant deferral / active EE | $2,753 | $4,678-41.2% | $6,282-56.2% | $3,054-9.9% |
| Admin fee / account holder | $76 | $458-83.4% | $9,324-99.2% | $504-84.9% |