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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $30,042 |
Filed as: FUTURE CAPITAL Service code 10 · EIN 62-1823351 | Accounting | $5,011 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,249 | $55,446-29.2% | $155,574-74.8% | $74,429-47.3% |
| Participation rate | 89.1% | 61.9%+27.2pp | 78.2%+10.9pp | 67.2%+21.9pp |
| Annual return | 12.90% | 269.20%-256.3pp | 64.87%-52.0pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,336 | $2,836+17.6% | $5,629-40.7% | $4,348-23.3% |
| Admin fee / account holder | $42 | $1,743-97.6% | $15,914-99.7% | $1,944-97.8% |