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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 | $67,594+21.5% | $77,361+6.2% | $69,733+17.8% |
| Participation rate | 58.1% | 71.7%-13.6pp | 75.0%-16.9pp | 62.5%-4.4pp |
| Annual return | 11.09% | 19.20%-8.1pp | 1011.54%-1000.4pp | 15.22%-4.1pp |
| Employer contribution / active EE | $1,473 | $2,649-44.4% | $2,990-50.7% | $2,250-34.5% |
| Participant deferral / active EE | $2,514 | $3,401-26.1% | $3,911-35.7% | $3,054-17.7% |
| Admin fee / account holder | $4 | $1,159-99.7% | $5,894-99.9% | $3,102-99.9% |