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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 66 | Insurance mortality and expense charg... | $15,432 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 37 · EIN 35-0145825 1010 STONY HILL ROAD · YARDLEY, PA 19067 | Loan Processing | $367 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,006 | $69,774-15.4% | $67,561-12.7% | $74,429-20.7% |
| Participation rate | 98.5% | 71.4%+27.1pp | 72.9%+25.6pp | 67.2%+31.3pp |
| Annual return | 13.16% | -40.53%+53.7pp | 3525.44%-3512.3pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $1,374 | $2,710-49.3% | $2,735-49.8% | $2,625-47.7% |
| Participant deferral / active EE | $2,597 | $3,636-28.6% | $4,003-35.1% | $4,348-40.3% |
| Admin fee / account holder | $2 | $890-99.8% | $4,006-100.0% | $1,944-99.9% |