Filed June 9, 2021
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,059 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,754 | $63,768-62.7% | $98,483-75.9% | $79,391-70.1% |
| Participation rate | 80.5% | 69.9%+10.6pp | 73.3%+7.1pp | 70.7%+9.8pp |
| Annual return | 15.86% | 626.18%-610.3pp | 1494.38%-1478.5pp | 116.88%-101.0pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,002 | $3,305-39.4% | $4,276-53.2% | $4,046-50.5% |
| Admin fee / account holder | $8 | $516-98.5% | $5,953-99.9% | $627-98.7% |