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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 37 · EIN 35-0145825 | Loan Processing | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 66 | Insurance mortality and expense charg... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,867 | $53,837+29.8% | $75,717-7.7% | $85,856-18.6% |
| Participation rate | 70.3% | 69.1%+1.3pp | 74.8%-4.5pp | 69.3%+1.0pp |
| Annual return | 21.58% | 24.54%-3.0pp | 104.58%-83.0pp | 318.58%-297.0pp |
| Employer contribution / active EE | $1,678 | $2,017-16.8% | $2,743-38.8% | $2,565-34.6% |
| Participant deferral / active EE | $3,370 | $2,895+16.4% | $3,821-11.8% | $3,952-14.7% |
| Admin fee / account holder | $0 | $3,341-100.0% | $3,619-100.0% | $6,261-100.0% |