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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $49,891 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $40,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
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 | $77,613 | $91,695-15.4% | $67,575+14.9% | $77,736-0.2% |
| Participation rate | 85.2% | 76.0%+9.2pp | 72.9%+12.3pp | 70.6%+14.6pp |
| Annual return | 15.02% | 14.88%+0.1pp | 3528.98%-3514.0pp | 31.26%-16.2pp |
| Employer contribution / active EE | $4,855 | $3,189+52.2% | $2,736+77.5% | $2,728+78.0% |
| Participant deferral / active EE | $5,518 | $3,912+41.0% | $4,003+37.8% | $4,651+18.7% |
| Admin fee / account holder | $68 | $245-72.1% | $3,993-98.3% | $433-84.2% |