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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 | $50,902-31.0% | $155,534-77.4% | $77,736-54.8% |
| Participation rate | 65.3% | 63.1%+2.2pp | 78.2%-12.9pp | 70.6%-5.3pp |
| Annual return | 13.86% | 34.85%-21.0pp | 64.92%-51.1pp | 31.26%-17.4pp |
| Employer contribution / active EE | $536 | $1,991-73.1% | $4,675-88.5% | $2,728-80.4% |
| Participant deferral / active EE | $2,186 | $2,824-22.6% | $5,630-61.2% | $4,651-53.0% |
| Admin fee / account holder | $10 | $437-97.6% | $15,900-99.9% | $433-97.6% |