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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,127 | $64,705+26.9% | $62,929+30.5% | $67,986+20.8% |
| Participation rate | 58.1% | 65.6%-7.5pp | 73.1%-15.0pp | 57.2%+0.9pp |
| Annual return | 11.09% | 20.31%-9.2pp | 1063.93%-1052.8pp | 31.67%-20.6pp |
| Employer contribution / active EE | $1,473 | $2,376-38.0% | $2,505-41.2% | $2,019-27.0% |
| Participant deferral / active EE | $2,514 | $3,198-21.4% | $3,888-35.3% | $3,358-25.1% |
| Admin fee / account holder | $4 | $1,428-99.7% | $5,065-99.9% | $3,203-99.9% |