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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $3,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,742 | $56,894-79.4% | $84,753-86.1% | $62,881-81.3% |
| Participation rate | 32.5% | 68.5%-36.0pp | 76.6%-44.1pp | 69.3%-36.8pp |
| Annual return | 9.19% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-10.9pp |
| Employer contribution / active EE | $725 | $2,400-69.8% | $3,574-79.7% | $2,281-68.2% |
| Participant deferral / active EE | $1,795 | $2,709-33.7% | $3,712-51.6% | $3,203-44.0% |
| Admin fee / account holder | $15 | $3,581-99.6% | $5,333-99.7% | $4,296-99.6% |