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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED INSURANCE CO. Service code 52 | Indirect Investment Fees | $30,773 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,050 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $6,757 | $48,064-85.9% | $78,778-91.4% | $69,631-90.3% |
| Participation rate | 95.5% | 61.6%+34.0pp | 69.2%+26.4pp | 70.7%+24.9pp |
| Annual return | 17.99% | 21.81%-3.8pp | 35.62%-17.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $206 | $744-72.3% | $1,986-89.6% | $2,032-89.9% |
| Participant deferral / active EE | $970 | $2,079-53.3% | $2,958-67.2% | $3,224-69.9% |
| Admin fee / account holder | $9 | $152-94.3% | $5,134-99.8% | $110-92.2% |