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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 66 | Insurance mortality and expense charg... | $14,778 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 37 · EIN 35-0145825 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,772 | $60,989-20.0% | $60,906-19.9% | $66,938-27.1% |
| Participation rate | 96.0% | 74.5%+21.6pp | 73.1%+22.9pp | 69.8%+26.2pp |
| Annual return | -9.87% | -9.60%-0.3pp | 16.94%-26.8pp | 1.58%-11.5pp |
| Employer contribution / active EE | $1,224 | $2,661-54.0% | $2,703-54.7% | $2,545-51.9% |
| Participant deferral / active EE | $2,453 | $3,615-32.1% | $3,814-35.7% | $4,238-42.1% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |