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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 38 · EIN 35-0145825 | Participant Communication | $475 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,522-83.3% | $84,637-92.0% | $67,582-90.0% |
| Participation rate | 3.2% | 51.1%-47.9pp | 68.2%-65.0pp | 71.3%-68.0pp |
| Annual return | 0.00% | 32.72%-32.7pp | 258.82%-258.8pp | 378.57%-378.6pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $215 | $2,132-89.9% | $3,900-94.5% | $3,539-93.9% |
| Admin fee / account holder | $0 | $145-100.0% | $4,914-100.0% | $142-100.0% |