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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 66 | Insurance mortality and expense charg... | $13,794 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 37 · EIN 35-0145825 1010 STONY HILL ROAD · YARDLEY, PA 19067 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,651 | $65,582-4.5% | $64,101-2.3% | $71,511-12.4% |
| Participation rate | 96.6% | 73.2%+23.4pp | 72.3%+24.3pp | 67.9%+28.7pp |
| Annual return | 10.74% | 18.96%-8.2pp | 33.72%-23.0pp | 28.86%-18.1pp |
| Employer contribution / active EE | $1,476 | $2,671-44.7% | $2,749-46.3% | $2,589-43.0% |
| Participant deferral / active EE | $2,714 | $3,628-25.2% | $3,881-30.1% | $4,291-36.7% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |