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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $280 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,402 | $47,944-72.0% | $67,834-80.2% | $62,881-78.7% |
| Participation rate | 97.8% | 61.1%+36.7pp | 68.8%+29.0pp | 69.3%+28.5pp |
| Annual return | 9.40% | 11.77%-2.4pp | 138.47%-129.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $6,135 | $1,562+292.8% | $2,403+155.3% | $2,281+169.0% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,207 | $3,712-67.5% | $4,622-73.9% | $4,296-71.9% |