Filed September 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $17,242 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,567 |
Filed as: AMERICAN UNITED LIFE INSUANCE CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: VOYA 71-0294708 Service code 37 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,922 | $36,916+2.7% | $156,551-75.8% | $57,658-34.2% |
| Participation rate | 60.8% | 63.4%-2.6pp | 84.0%-23.2pp | 70.2%-9.4pp |
| Annual return | 6.89% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $603 | $1,571-61.6% | $5,501-89.0% | $1,974-69.5% |
| Participant deferral / active EE | $2,115 | $1,926+9.9% | $4,871-56.6% | $3,061-30.9% |
| Admin fee / account holder | $4 | $82-94.9% | $13,028-100.0% | $95-95.6% |