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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $71,100 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $29,421 |
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 | $45,458 | $65,960-31.1% | $81,844-44.5% | $77,736-41.5% |
| Participation rate | 42.4% | 65.8%-23.4pp | 72.4%-30.0pp | 70.6%-28.2pp |
| Annual return | 12.64% | 26.64%-14.0pp | 778.87%-766.2pp | 31.26%-18.6pp |
| Employer contribution / active EE | $795 | $2,375-66.5% | $2,916-72.7% | $2,728-70.8% |
| Participant deferral / active EE | $1,890 | $3,505-46.1% | $4,323-56.3% | $4,651-59.4% |
| Admin fee / account holder | $10 | $526-98.1% | $7,355-99.9% | $433-97.7% |