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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 66 | Other insurance wrap fees; Insurance ... | $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.