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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $53,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,145 | $50,812-30.8% | $155,602-77.4% | $77,692-54.8% |
| Participation rate | 65.3% | 63.1%+2.2pp | 78.2%-12.9pp | 70.6%-5.3pp |
| Annual return | 13.86% | 34.85%-21.0pp | 64.81%-50.9pp | 31.25%-17.4pp |
| Employer contribution / active EE | $536 | $1,989-73.1% | $4,675-88.5% | $2,726-80.3% |
| Participant deferral / active EE | $2,186 | $2,822-22.5% | $5,629-61.2% | $4,648-53.0% |
| Admin fee / account holder | $10 | $436-97.6% | $15,923-99.9% | $431-97.6% |