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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,150 |
Filed as: AMERICAN UNITIED LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,998 | $42,582-71.8% | $171,082-93.0% | $57,658-79.2% |
| Participation rate | 52.2% | 63.9%-11.7pp | 76.7%-24.5pp | 70.2%-18.0pp |
| Annual return | 11.20% | 308.67%-297.5pp | 32.56%-21.4pp | 5.13%+6.1pp |
| Employer contribution / active EE | $951 | $1,306-27.2% | $4,002-76.2% | $1,974-51.8% |
| Participant deferral / active EE | $1,695 | $2,933-42.2% | $4,797-64.7% | $3,061-44.6% |
| Admin fee / account holder | $17 | $82-80.0% | $8,520-99.8% | $95-82.5% |