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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $120 |
Filed as: AMERICA UNITED LIFE INSURANCE CO 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,454 | $52,580-63.0% | $71,671-72.9% | $70,126-72.3% |
| Participation rate | 97.9% | 60.9%+37.0pp | 68.7%+29.1pp | 69.5%+28.4pp |
| Annual return | 20.52% | 20.25%+0.3pp | 20.65%-0.1pp | 73.15%-52.6pp |
| Employer contribution / active EE | $6,336 | $1,616+292.1% | $2,460+157.6% | $2,343+170.5% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,269 | $3,653-65.3% | $5,558-77.2% | $4,645-72.7% |