Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 66 | Other insurance wrap fees; Insurance ... | $6,068 |
Service code 37 · EIN 35-0145825 | Loan Processing | $2,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,072 | $32,425-81.3% | $74,577-91.9% | $55,167-89.0% |
| Participation rate | 35.8% | 54.0%-18.2pp | 68.1%-32.3pp | 69.0%-33.2pp |
| Annual return | 81.48% | 10.63%+70.8pp | 20.47%+61.0pp | 169.23%-87.8pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $870 | $1,995-56.4% | $3,458-74.8% | $3,054-71.5% |
| Admin fee / account holder | $53 | $748-92.9% | $4,138-98.7% | $504-89.4% |