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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $37,039 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,550 | $52,507-47.5% | $129,406-78.7% | $74,478-63.0% |
| Participation rate | 78.0% | 53.9%+24.1pp | 69.6%+8.3pp | 67.2%+10.8pp |
| Annual return | 11.78% | 15.64%-3.9pp | 9468.18%-9456.4pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,168 | $1,534-23.9% | $4,155-71.9% | $2,626-55.5% |
| Participant deferral / active EE | $1,685 | $2,801-39.8% | $4,167-59.6% | $4,350-61.3% |
| Admin fee / account holder | $3 | $2,639-99.9% | $7,689-100.0% | $1,946-99.8% |