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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 66 | Insurance mortality and expense charg... | $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 | $63,433+29.5% | $63,803+28.7% | $64,097+28.1% |
| Participation rate | 58.1% | 65.0%-6.9pp | 72.7%-14.6pp | 55.2%+2.9pp |
| Annual return | 11.09% | 20.74%-9.6pp | 543.72%-532.6pp | 34.64%-23.6pp |
| Employer contribution / active EE | $1,473 | $2,332-36.8% | $2,532-41.8% | $1,891-22.1% |
| Participant deferral / active EE | $2,514 | $3,119-19.4% | $3,843-34.6% | $3,080-18.4% |
| Admin fee / account holder | $4 | $1,489-99.8% | $5,196-99.9% | $3,454-99.9% |