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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $49,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,583 | $50,919+50.4% | $155,556-50.8% | $77,762-1.5% |
| Participation rate | 33.0% | 63.1%-30.1pp | 78.2%-45.3pp | 70.6%-37.6pp |
| Annual return | 16.60% | 34.84%-18.2pp | 64.84%-48.2pp | 31.27%-14.7pp |
| Employer contribution / active EE | $922 | $1,991-53.7% | $4,675-80.3% | $2,728-66.2% |
| Participant deferral / active EE | $1,620 | $2,824-42.7% | $5,631-71.2% | $4,651-65.2% |
| Admin fee / account holder | $1 | $437-99.7% | $15,885-100.0% | $433-99.7% |