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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $13,771 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $125 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN UNTIED LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,773 | $81,474-73.3% | $133,959-83.7% | $73,493-70.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 14.21% | 19.40%-5.2pp | 45.09%-30.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $734 | $2,209-66.8% | $3,919-81.3% | $2,270-67.7% |
| Participant deferral / active EE | $1,385 | $3,786-63.4% | $5,047-72.6% | $3,740-63.0% |
| Admin fee / account holder | $7 | $713-99.0% | $8,928-99.9% | $513-98.5% |