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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $45,663 |
NFP RETIREMENT INC1 year Service code 26 · EIN 33-0905143 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Participants) | $40,000 |
Service code 37 · EIN 35-0145825 ONE AMERICA SQUARE · INDIANAPOLIS, IN 462060368 | Loan Processing | $4,013 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,474 | $94,833-56.3% | $75,717-45.2% | $86,813-52.2% |
| Participation rate | 95.4% | 79.1%+16.3pp | 74.8%+20.6pp | 72.3%+23.1pp |
| Annual return | 16.22% | 16.91%-0.7pp | 104.58%-88.4pp | 97.93%-81.7pp |
| Employer contribution / active EE | $1,434 | $2,904-50.6% | $2,743-47.7% | $2,406-40.4% |
| Participant deferral / active EE | $2,310 | $3,632-36.4% | $3,821-39.5% | $4,131-44.1% |
| Admin fee / account holder | $107 | $109-1.9% | $3,619-97.1% | $170-37.1% |