Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,458 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,490 | $42,810-61.5% | $169,452-90.3% | $55,725-70.4% |
| Participation rate | 50.7% | 64.7%-14.1pp | 77.8%-27.1pp | 70.9%-20.2pp |
| Annual return | -7.28% | -3.61%-3.7pp | 1.83%-9.1pp | 244.93%-252.2pp |
| Employer contribution / active EE | $950 | $1,402-32.2% | $4,157-77.1% | $2,078-54.3% |
| Participant deferral / active EE | $1,674 | $3,141-46.7% | $5,277-68.3% | $3,356-50.1% |
| Admin fee / account holder | $21 | $106-80.3% | $9,110-99.8% | $115-81.8% |