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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 | $91,692-15.4% | $67,561+14.9% | $77,714-0.1% |
| Participation rate | 85.2% | 76.0%+9.1pp | 72.9%+12.3pp | 70.6%+14.6pp |
| Annual return | 15.02% | 14.88%+0.1pp | 3525.44%-3510.4pp | 31.26%-16.2pp |
| Employer contribution / active EE | $4,855 | $3,188+52.3% | $2,735+77.5% | $2,727+78.0% |
| Participant deferral / active EE | $5,518 | $3,912+41.1% | $4,003+37.9% | $4,649+18.7% |
| Admin fee / account holder | $68 | $245-72.0% | $4,006-98.3% | $433-84.2% |