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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $12,843 |
Service code 52 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,396 | $55,453-77.6% | $170,435-92.7% | $62,293-80.1% |
| Participation rate | 88.0% | 66.4%+21.6pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 15.12% | 21.38%-6.3pp | 205.94%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $402 | $2,164-81.4% | $5,432-92.6% | $2,042-80.3% |
| Participant deferral / active EE | $1,171 | $2,303-49.2% | $4,939-76.3% | $3,169-63.1% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |