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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 66 | Insurance mortality and expense charg... | $18,799 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 1010 STONY HILL ROAD · YARDLEY, PA 19067 | Recordkeeping | $698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,127 | $65,084+26.2% | $67,681+21.3% | $64,340+27.6% |
| Participation rate | 58.1% | 66.7%-8.7pp | 73.7%-15.6pp | 55.2%+2.8pp |
| Annual return | 11.09% | 20.50%-9.4pp | 590.58%-579.5pp | 24.14%-13.1pp |
| Employer contribution / active EE | $1,473 | $2,398-38.6% | $2,678-45.0% | $1,862-20.9% |
| Participant deferral / active EE | $2,514 | $3,210-21.7% | $3,976-36.8% | $2,980-15.6% |
| Admin fee / account holder | $4 | $1,415-99.7% | $6,100-99.9% | $3,703-99.9% |