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| Provider | Service type | Compensation |
|---|---|---|
THE CAFARO GROUP LLC1 year Service code 10 · EIN 20-1963865 | Accounting | $12,500 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $3,505 |
Service code 52 | Indirect Investment Fees | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | -2.63% | 8.57%-11.2pp | 7.87%-10.5pp | 9.29%-11.9pp |
| Employer contribution / active EE | $229 | $19,481-98.8% | $31,784-99.3% | $15,168-98.5% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |