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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462066123 | Recordkeeping | $29,814 |
Filed as: NORTHWEST CAPITAL MNGMT Service code 16 · EIN 93-1242462 1 CENTERPOINTE DRIVE SUITE 115 · LAKE OSWEGO, OR 97035 | Consulting | $16,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,169 | $78,529-15.7% | $105,591-37.3% | $74,400-11.1% |
| Participation rate | 29.9% | 72.8%-42.9pp | 75.3%-45.3pp | 67.2%-37.3pp |
| Annual return | 13.09% | 15.94%-2.8pp | 116.43%-103.3pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $1,056 | $2,522-58.1% | $3,166-66.7% | $2,624-59.8% |
| Participant deferral / active EE | $1,929 | $4,321-55.4% | $5,008-61.5% | $4,348-55.6% |
| Admin fee / account holder | $2,166 | $2,216-2.2% | $11,024-80.4% | $1,944+11.4% |