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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED INSURANCE CO. Service code 52 | Indirect Investment Fees | $40,065 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $17,897 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,837 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $4,034 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $8,839 | $40,174-78.0% | $84,020-89.5% | $67,579-86.9% |
| Participation rate | 95.3% | 62.7%+32.6pp | 69.0%+26.3pp | 71.3%+24.0pp |
| Annual return | 22.55% | 25.82%-3.3pp | 71.31%-48.8pp | 378.56%-356.0pp |
| Employer contribution / active EE | $178 | $808-78.0% | $1,984-91.0% | $2,148-91.7% |
| Participant deferral / active EE | $915 | $2,301-60.2% | $3,239-71.7% | $3,539-74.1% |
| Admin fee / account holder | $42 | $128-67.1% | $6,101-99.3% | $142-70.4% |