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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: AMERICAN UNITED LIFE INSO CO Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: AMERICAN UNITED LIFE INSURNCE CO Service code 52 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN UNNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
PIO2 years Service code 52 | Indirect Investment Fees | $0 |
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.
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 | $11,468 | $98,760-88.4% | $149,715-92.3% | $79,858-85.6% |
| Participation rate | 35.3% | 75.8%-40.5pp | 82.5%-47.2pp | 69.6%-34.3pp |
| Annual return | 19.13% | 27.43%-8.3pp | 276.66%-257.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,538 | $5,681-72.9% | $6,842-77.5% | $3,740-58.9% |
| Admin fee / account holder | $9 | $6,053-99.8% | $9,310-99.9% | $5,306-99.8% |