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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $55,473 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $24,080 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $2,985 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,545 | $50,860-57.6% | $155,574-86.2% | $77,714-72.3% |
| Participation rate | 86.2% | 63.1%+23.1pp | 78.2%+8.0pp | 70.6%+15.7pp |
| Annual return | 14.95% | 34.86%-19.9pp | 64.87%-49.9pp | 31.26%-16.3pp |
| Employer contribution / active EE | $1,679 | $1,991-15.7% | $4,676-64.1% | $2,727-38.4% |
| Participant deferral / active EE | $2,635 | $2,825-6.7% | $5,629-53.2% | $4,649-43.3% |
| Admin fee / account holder | $252 | $436-42.3% | $15,914-98.4% | $433-41.9% |