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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 | $52,450-47.5% | $129,295-78.7% | $74,546-63.0% |
| Participation rate | 78.0% | 53.8%+24.1pp | 69.6%+8.4pp | 67.2%+10.8pp |
| Annual return | 11.78% | 15.65%-3.9pp | 9429.28%-9417.5pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $1,168 | $1,532-23.8% | $4,157-71.9% | $2,624-55.5% |
| Participant deferral / active EE | $1,685 | $2,797-39.8% | $4,169-59.6% | $4,347-61.2% |
| Admin fee / account holder | $3 | $2,636-99.9% | $7,665-100.0% | $1,944-99.8% |