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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $42,545 |
NFP RETIREMENT INC2 years 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 | $6,934 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,245 | $79,151-66.8% | $60,906-56.9% | $64,819-59.5% |
| Participation rate | 98.5% | 77.7%+20.8pp | 73.1%+25.4pp | 71.5%+27.0pp |
| Annual return | -17.55% | -7.12%-10.4pp | 16.94%-34.5pp | 32.84%-50.4pp |
| Employer contribution / active EE | $1,334 | $3,052-56.3% | $2,703-50.6% | $2,507-46.8% |
| Participant deferral / active EE | $2,068 | $3,727-44.5% | $3,814-45.8% | $4,311-52.0% |
| Admin fee / account holder | $89 | $106-16.1% | $3,227-97.3% | $188-52.8% |