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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $19,259 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,871 | $47,479-79.2% | $62,929-84.3% | $82,448-88.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 8.22% | 20.34%-12.1pp | 1063.93%-1055.7pp | 41.64%-33.4pp |
| Employer contribution / active EE | $1,180 | $1,885-37.4% | $2,505-52.9% | $2,551-53.7% |
| Participant deferral / active EE | $882 | $2,870-69.3% | $3,888-77.3% | $4,139-78.7% |
| Admin fee / account holder | $28 | $3,804-99.3% | $5,065-99.4% | $7,234-99.6% |